Private Portfolio Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Private Portfolio Partners’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	$16.6M	Buy	181,184 +7,318	+4%	+$670K	3.05%	5
2024 Q3	$16M	Buy	173,866 +20,194	+13%	+$1.85M	2.99%	6
2024 Q2	$14.1M	Buy	153,672 +11,513	+8%	+$1.05M	11.48%	1
2024 Q1	$13.1M	Buy	142,159 +21,573	+18%	+$1.98M	2.72%	7
2023 Q4	$11M	Buy	120,586 +21,846	+22%	+$2M	2.53%	8
2023 Q3	$9.07M	Buy	98,740 +20,084	+26%	+$1.84M	2.35%	9
2023 Q2	$7.22M	Buy	78,656 +26,954	+52%	+$2.47M	1.85%	11
2023 Q1	$4.75M	Buy	51,702 +15,529	+43%	+$1.42M	1.29%	18
2022 Q4	$3.31M	Buy	36,173 +18,932	+110%	+$1.73M	0.87%	27
2022 Q3	$1.58M	Buy	+17,241	New	+$1.58M	0.45%	48
2020 Q4	–	Sell	-2,617	Closed	-$240K	–	222
2020 Q3	$240K	Buy	+2,617	New	+$240K	0.1%	175
2020 Q2	–	Sell	-2,914	Closed	-$267K	–	199
2020 Q1	$267K	Buy	2,914 +611	+27%	+$55.9K	0.14%	144
2019 Q4	$211K	Buy	+2,303	New	+$211K	0.09%	193

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

Private Portfolio Partners's BIL Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 4.2% in Q4 2024, buying an estimated $670K and bringing the position to 181,184 shares worth $16.6M. The position accounts for 3.05% of the portfolio, ranked #5.

Private Portfolio Partners first reported a position in BIL in Q4 2019 and has held it in 13 quarters since. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Private Portfolio Partners held 181,184 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $16.6M as of Q4 2024.
Private Portfolio Partners bought 7,318 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $670K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 3.05% of Private Portfolio Partners's portfolio in Q4 2024, its #5 holding.
Private Portfolio Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and has held it in 13 quarters since.
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 Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.