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

LexAurum 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 Q1	–	Sell	-8,704	Closed	-$795K	–	304
2023 Q4	$795K	Buy	+8,704	New	+$797K	0.21%	109
2023 Q3	–	Sell	-85,690	Closed	-$7.87M	–	288
2023 Q2	$7.87M	Buy	85,690 +42,244	+97%	+$3.87M	2.37%	10
2023 Q1	$3.99M	Buy	+43,446	New	+$3.98M	1.32%	21
2020 Q3	–	Sell	-11,797	Closed	-$1.08M	–	225
2020 Q2	$1.08M	Buy	11,797 +1,659	+16%	+$152K	0.59%	37
2020 Q1	$929K	Buy	10,138 +3,088	+44%	+$283K	0.64%	33
2019 Q4	$645K	Sell	7,050 -307	-4%	-$28.1K	0.32%	79
2019 Q3	$674K	Buy	7,357 +759	+12%	+$69.5K	0.4%	64
2019 Q2	$604K	Buy	+6,598	New	+$604K	0.37%	67

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LexAurum Advisors's BIL Position: Q1 2024 in Review

LexAurum Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 8,704 shares — an estimated $795K sold.

LexAurum Advisors first reported a position in BIL in Q2 2019 and held it in 8 quarters. The position peaked at $7.87M in Q2 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

LexAurum Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
LexAurum Advisors sold 8,704 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $795K.
LexAurum Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2019 and held it in 8 quarters.
LexAurum Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.87M in Q2 2023.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.