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Legacy Edge Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Legacy Edge Advisors’s Portfolio BIL Stock Details BIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,697
Closed -$248K – 180
2024
Q3 		$248K Sell
2,697
-300
-10% -$27.5K 0.04% 164
2024
Q2 		$275K Sell
2,997
-233
-7% -$21.3K 0.05% 145
2024
Q1 		$297K Sell
3,230
-1,616
-33% -$148K 0.06% 130
2023
Q4 		$443K Buy
+4,846
New +$444K 0.1% 99

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Edge Advisors's BIL Position: Q4 2024 in Review

Legacy Edge Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 2,697 shares — an estimated $248K sold.

Legacy Edge Advisors first reported a position in BIL in Q4 2023 and held it in 4 quarters. The position peaked at $443K in Q4 2023. 1,128 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • Legacy Edge Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 2,697 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $248K.
  • Legacy Edge Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 4 quarters.
  • Legacy Edge Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $443K in Q4 2023.
  • 1,128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.