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OTA Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

OTA Financial Group’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
Q2 		– Sell
-260,169
Closed -$23.9M – 11
2023
Q1 		$23.9M Buy
+260,169
New +$23.8M 21.03% 1

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

OTA Financial Group's BIL Position: Q2 2023 in Review

OTA Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2023, closing a stake of 260,169 shares — an estimated $23.9M sold.

OTA Financial Group first reported a position in BIL in Q1 2023 and held it in 1 quarter. The position peaked at $23.9M in Q1 2023. 849 funds tracked by Wall St. Rank hold BIL as of Q2 2023.

  • OTA Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2023 after selling out during the quarter.
  • OTA Financial Group sold 260,169 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2023, an estimated $23.9M.
  • OTA Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 1 quarter.
  • OTA Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $23.9M in Q1 2023.
  • 849 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.