New York Life Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-140,693	Closed	-$12.9M	–	918
2024 Q1	$12.9M	Sell	140,693 -34,330	-20%	-$3.14M	0.13%	154
2023 Q4	$16M	Buy	+175,023	New	+$16M	0.16%	120
2023 Q2	–	Sell	-513,634	Closed	-$47.2M	–	1310
2023 Q1	$47.2M	Buy	513,634 +318,557	+163%	+$29.2M	0.52%	31
2022 Q4	$17.8M	Buy	195,077 +57,849	+42%	+$5.29M	0.2%	116
2022 Q3	$12.6M	Sell	137,228 -94,122	-41%	-$8.61M	0.15%	146
2022 Q2	$21.2M	Buy	231,350 +166,769	+258%	+$15.2M	0.25%	82
2022 Q1	$5.91M	Hold	64,581	–	–	0.31%	26
2021 Q4	$5.91M	Hold	64,581	–	–	0.31%	23
2021 Q3	$5.91M	Hold	64,581	–	–	0.33%	20
2021 Q2	$5.91M	Hold	64,581	–	–	0.34%	20
2021 Q1	$5.91M	Hold	64,581	–	–	0.36%	19
2020 Q4	$5.91M	Hold	64,581	–	–	0.4%	17
2020 Q3	$5.91M	Hold	64,581	–	–	0.54%	15
2020 Q2	$5.91M	Hold	64,581	–	–	0.62%	12
2020 Q1	$5.91M	Hold	64,581	–	–	0.93%	9
2019 Q4	$5.91M	Hold	64,581	–	–	0.87%	9
2019 Q3	$5.91M	Hold	64,581	–	–	0.69%	11
2019 Q2	$5.91M	Hold	64,581	–	–	0.54%	12
2019 Q1	$5.91M	Hold	64,581	–	–	0.45%	16
2018 Q4	$5.91M	Buy	+64,581	New	+$5.91M	0.44%	17

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

New York Life Investment Management's BIL Position: Q2 2024 in Review

New York Life Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 140,693 shares — an estimated $12.9M sold.

New York Life Investment Management first reported a position in BIL in Q4 2018 and held it in 20 quarters. The position peaked at $47.2M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

New York Life Investment Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 140,693 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $12.9M.
New York Life Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2018 and held it in 20 quarters.
New York Life Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $47.2M in Q1 2023.
1,029 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.