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Morgan Dempsey Capital Management’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Morgan Dempsey Capital Management’s Portfolio BILS Stock Details BILS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$9.96K – 128
2024
Q3 		$9.96K Buy
+100
New +$9.93K ﹤0.01% 104

Other funds holding BILS

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Morgan Dempsey Capital Management's BILS Position: Q4 2024 in Review

Morgan Dempsey Capital Management sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 100 shares — an estimated $9.96K sold.

Morgan Dempsey Capital Management first reported a position in BILS in Q3 2024 and held it in 1 quarter. The position peaked at $9.96K in Q3 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

  • Morgan Dempsey Capital Management reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 100 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $9.96K.
  • Morgan Dempsey Capital Management first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Morgan Dempsey Capital Management's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $9.96K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on Morgan Dempsey Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.