Private Portfolio Partners’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Private Portfolio Partners’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.95M	Sell	29,778 -13,800	-32%	-$1.37M	0.54%	38
2024 Q3	$4.34M	Buy	43,578 +12,981	+42%	+$1.29M	0.81%	26
2024 Q2	$3.04M	Sell	30,597 -533	-2%	-$52.9K	2.47%	11
2024 Q1	$3.09M	Sell	31,130 -3,486	-10%	-$346K	0.65%	32
2023 Q4	$3.43M	Buy	34,616 +9,661	+39%	+$959K	0.79%	29
2023 Q3	$2.48M	Buy	24,955 +6,928	+38%	+$688K	0.64%	34
2023 Q2	$1.79M	Buy	18,027 +3,705	+26%	+$368K	0.46%	45
2023 Q1	$1.43M	Buy	14,322 +11,277	+370%	+$1.12M	0.39%	57
2022 Q4	$302K	Buy	+3,045	New	+$303K	0.08%	199

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

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

Private Portfolio Partners reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 32% in Q4 2024, selling an estimated $1.37M and leaving 29,778 shares worth $2.95M. The position accounts for 0.54% of the portfolio, ranked #38.

Private Portfolio Partners first reported a position in BILS in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.34M in Q3 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

Private Portfolio Partners held 29,778 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $2.95M as of Q4 2024.
Private Portfolio Partners sold 13,800 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $1.37M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.54% of Private Portfolio Partners's portfolio in Q4 2024, its #38 holding.
Private Portfolio Partners first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and has held it in 9 quarters since.
Private Portfolio Partners's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $4.34M in Q3 2024.
263 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.