OA
BIL icon

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

Operose 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
Q1 		– Sell
-8,443
Closed -$772K – 653
2023
Q4 		$772K Buy
+8,443
New +$773K 0.31% 36

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Operose Advisors's BIL Position: Q1 2024 in Review

Operose Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 8,443 shares — an estimated $772K sold.

Operose Advisors first reported a position in BIL in Q4 2023 and held it in 1 quarter. The position peaked at $772K in Q4 2023. 968 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

  • Operose Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Operose Advisors sold 8,443 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $772K.
  • Operose Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 1 quarter.
  • Operose Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $772K in Q4 2023.
  • 968 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Operose Advisors's 13F filing for Q1 2024, filed 13 May 2024.