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

Marks Group Wealth Management’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
2023 Q4	–	Sell	-6,761	Closed	-$621K	–	291
2023 Q3	$621K	Sell	6,761 -126	-2%	-$11.5K	0.08%	192
2023 Q2	$632K	Sell	6,887 -421	-6%	-$38.6K	0.08%	191
2023 Q1	$671K	Sell	7,308 -662	-8%	-$60.6K	0.09%	188
2022 Q4	$729K	Sell	7,970 -10,932	-58%	-$1M	0.1%	182
2022 Q3	$1.73M	Sell	18,902 -975	-5%	-$89.2K	0.26%	112
2022 Q2	$1.82M	Sell	19,877 -3,498	-15%	-$320K	0.26%	112
2022 Q1	$2.14M	Sell	23,375 -1,368	-6%	-$125K	0.27%	106
2021 Q4	$2.26M	Sell	24,743 -6,261	-20%	-$572K	0.28%	113
2021 Q3	$2.84M	Buy	31,004 +28,163	+991%	+$2.58M	0.38%	96
2021 Q2	$260K	Sell	2,841 -8,616	-75%	-$788K	0.04%	224
2021 Q1	$1.05M	Buy	11,457 +8,306	+264%	+$760K	0.16%	136
2020 Q4	$288K	Sell	3,151 -1,858	-37%	-$170K	0.04%	218
2020 Q3	$458K	Sell	5,009 -383	-7%	-$35.1K	0.08%	174
2020 Q2	$494K	Sell	5,392 -4,372	-45%	-$400K	0.1%	162
2020 Q1	$894K	Buy	9,764 +4,352	+80%	+$398K	0.23%	120
2019 Q4	$495K	Buy	+5,412	New	+$495K	0.1%	174

Other funds holding BIL

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Marks Group Wealth Management's BIL Position: Q4 2023 in Review

Marks Group Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2023, closing a stake of 6,761 shares — an estimated $621K sold.

Marks Group Wealth Management first reported a position in BIL in Q4 2019 and held it in 16 quarters. The position peaked at $2.84M in Q3 2021. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

Marks Group Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
Marks Group Wealth Management sold 6,761 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2023, an estimated $621K.
Marks Group Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 16 quarters.
Marks Group Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $2.84M in Q3 2021.
980 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2023.

Based on Marks Group Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.