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

LWMG LLC’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 Q3	$458K	Buy	4,985 +65	+1%	+$5.96K	0.09%	61
2024 Q2	$452K	Sell	4,920 -69	-1%	-$6.32K	0.1%	56
2024 Q1	$458K	Buy	4,989 +41	+0.8%	+$3.76K	0.11%	54
2023 Q4	$452K	Buy	4,948 +88	+2%	+$8.06K	0.11%	53
2023 Q3	$446K	Buy	4,860 +58	+1%	+$5.32K	0.12%	53
2023 Q2	$441K	Buy	+4,802	New	+$440K	0.12%	57

Other funds holding BIL

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LWMG LLC's BIL Position: Q3 2024 in Review

LWMG LLC increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 1.3% in Q3 2024, buying an estimated $5.96K and bringing the position to 4,985 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #61.

LWMG LLC first reported a position in BIL in Q2 2023 and has held it in 6 quarters since. The position peaked at $458K in Q1 2024. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

LWMG LLC held 4,985 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $458K as of Q3 2024.
LWMG LLC bought 65 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $5.96K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of LWMG LLC's portfolio in Q3 2024, its #61 holding.
LWMG LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 6 quarters since.
LWMG LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $458K in Q1 2024.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.