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

Parker Financial’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 Q3	–	Sell	-2,186	Closed	-$204K	–	37
2024 Q2	$204K	Sell	2,186 -201	-8%	-$18.4K	0.11%	42
2024 Q1	$219K	Sell	2,387 -259	-10%	-$23.7K	0.12%	42
2023 Q4	$242K	Sell	2,646 -161	-6%	-$14.7K	0.15%	42
2023 Q3	$258K	Sell	2,807 -380	-12%	-$34.8K	0.18%	37
2023 Q2	$293K	Sell	3,187 -3	-0.1%	-$275	0.21%	34
2023 Q1	$293K	Sell	3,190 -102	-3%	-$9.34K	0.23%	33
2022 Q4	$301K	Buy	+3,292	New	+$301K	0.26%	28

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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Parker Financial's BIL Position: Q3 2024 in Review

Parker Financial sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 2,186 shares — an estimated $204K sold.

Parker Financial first reported a position in BIL in Q4 2022 and held it in 7 quarters. The position peaked at $301K in Q4 2022. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Parker Financial reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Parker Financial sold 2,186 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $204K.
Parker Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and held it in 7 quarters.
Parker Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $301K in Q4 2022.
1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Parker Financial's 13F filing for Q3 2024, filed 4 Nov 2024.