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Lutz Financial Services’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Lutz Financial Services’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
2020
Q4 		– Sell
-10,825
Closed -$991K – 57
2020
Q3 		$991K Buy
+10,825
New +$991K 0.19% 45

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Lutz Financial Services's BIL Position: Q4 2020 in Review

Lutz Financial Services sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2020, closing a stake of 10,825 shares — an estimated $991K sold.

Lutz Financial Services first reported a position in BIL in Q3 2020 and held it in 1 quarter. The position peaked at $991K in Q3 2020. 397 funds tracked by Wall St. Rank hold BIL as of Q4 2020.

  • Lutz Financial Services reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2020 after selling out during the quarter.
  • Lutz Financial Services sold 10,825 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2020, an estimated $991K.
  • Lutz Financial Services first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and held it in 1 quarter.
  • Lutz Financial Services's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $991K in Q3 2020.
  • 397 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2020.

Based on Lutz Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.