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

Magnolia Capital 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
-2,910
Closed -$267K – 232
2024
Q3 		$267K Sell
2,910
-1,029
-26% -$94.3K 0.13% 125
2024
Q2 		$362K Sell
3,939
-1,272
-24% -$117K 0.2% 97
2024
Q1 		$478K Buy
+5,211
New +$477K 0.4% 64

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Magnolia Capital Advisors's BIL Position: Q4 2024 in Review

Magnolia Capital Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 2,910 shares — an estimated $267K sold.

Magnolia Capital Advisors first reported a position in BIL in Q1 2024 and held it in 3 quarters. The position peaked at $478K in Q1 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • Magnolia Capital 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.
  • Magnolia Capital Advisors sold 2,910 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $267K.
  • Magnolia Capital Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 3 quarters.
  • Magnolia Capital Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $478K in Q1 2024.
  • 1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Magnolia Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.