Pittenger & Anderson Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Pittenger & Anderson Inc’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 Q4	–	Sell	-168	Closed	-$15.4K	–	439
2024 Q3	$15.4K	Hold	168	–	–	﹤0.01%	355
2024 Q2	$15.4K	Hold	168	–	–	﹤0.01%	349
2024 Q1	$15.4K	Sell	168 -32	-16%	-$2.93K	﹤0.01%	347
2023 Q4	$18.3K	Sell	200 -75	-27%	-$6.87K	﹤0.01%	337
2023 Q3	$25.3K	Sell	275 -25	-8%	-$2.29K	﹤0.01%	303
2023 Q2	$27.5K	Buy	+300	New	+$27.5K	﹤0.01%	304

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

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

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

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

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

CWP

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pittenger & Anderson Inc's BIL Position: Q4 2024 in Review

Pittenger & Anderson Inc sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 168 shares — an estimated $15.4K sold.

Pittenger & Anderson Inc first reported a position in BIL in Q2 2023 and held it in 6 quarters. The position peaked at $27.5K in Q2 2023. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Pittenger & Anderson Inc reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Pittenger & Anderson Inc sold 168 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $15.4K.
Pittenger & Anderson Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 6 quarters.
Pittenger & Anderson Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $27.5K in Q2 2023.
1,125 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2024, filed 31 Jan 2025.