Leuthold Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Leuthold Group’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 Q1	–	Sell	-9,720	Closed	-$888K	–	182
2023 Q4	$888K	Sell	9,720 -11,209	-54%	-$1.03M	0.11%	130
2023 Q3	$1.92M	Buy	20,929 +120	+0.6%	+$11K	0.27%	117
2023 Q2	$1.91M	Buy	+20,809	New	+$1.91M	0.25%	129
2020 Q3	–	Sell	-65,486	Closed	-$5.99M	–	167
2020 Q2	$5.99M	Buy	65,486 +10,674	+19%	+$977K	0.89%	36
2020 Q1	$5.02M	Sell	54,812 -4,500	-8%	-$412K	0.9%	34
2019 Q4	$5.42M	Sell	59,312 -37,375	-39%	-$3.42M	0.71%	57
2019 Q3	$8.86M	Buy	96,687 +68,639	+245%	+$6.28M	1.16%	21
2019 Q2	$2.57M	Sell	28,048 -12,295	-30%	-$1.13M	0.33%	110
2019 Q1	$3.69M	Sell	40,343 -171	-0.4%	-$15.7K	0.5%	81
2018 Q4	$3.71M	Buy	40,514 +24,725	+157%	+$2.26M	0.53%	70
2018 Q3	$1.45M	Sell	15,789 -14,935	-49%	-$1.37M	0.16%	128
2018 Q2	$2.81M	Sell	30,724 -15,967	-34%	-$1.46M	0.31%	121
2018 Q1	$4.28M	Sell	46,691 -8,140	-15%	-$745K	0.49%	75
2017 Q4	$5.01M	Sell	54,831 -1,365	-2%	-$125K	0.5%	81
2017 Q3	$5.14M	Sell	56,196 -146	-0.3%	-$13.4K	0.52%	68
2017 Q2	$5.15M	Sell	56,342 -335	-0.6%	-$30.6K	0.55%	63
2017 Q1	$5.18M	Sell	56,677 -14,622	-21%	-$1.34M	0.56%	59
2016 Q4	$6.52M	Sell	71,299 -4,644	-6%	-$425K	0.73%	39
2016 Q3	$6.95M	Buy	75,943 +16,211	+27%	+$1.48M	0.73%	44
2016 Q2	$5.46M	Sell	59,732 -327	-0.5%	-$29.9K	0.58%	69
2016 Q1	$5.49M	Buy	60,059 +47,793	+390%	+$4.37M	0.6%	62
2015 Q4	$1.12M	Buy	+12,266	New	+$1.12M	0.12%	158
2015 Q3	–	Sell	-33,592	Closed	-$3.07M	–	192
2015 Q2	$3.07M	Sell	33,592 -15,447	-31%	-$1.41M	0.29%	125
2015 Q1	$4.49M	Buy	49,039 +29,999	+158%	+$2.74M	0.42%	89
2014 Q4	$1.74M	Buy	+19,040	New	+$1.74M	0.17%	154

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leuthold Group's BIL Position: Q1 2024 in Review

Leuthold Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 9,720 shares — an estimated $888K sold.

Leuthold Group first reported a position in BIL in Q4 2014 and held it in 25 quarters. The position peaked at $8.86M in Q3 2019. 969 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Leuthold Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Leuthold Group sold 9,720 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $888K.
Leuthold Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2014 and held it in 25 quarters.
Leuthold Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $8.86M in Q3 2019.
969 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Leuthold Group's 13F filing for Q1 2024, filed 6 May 2024.