PFG
BILS icon

Prosperity Financial Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Prosperity Financial Group’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 		– Sell
-17,754
Closed -$1.77M – 176
2024
Q3 		$1.77M Sell
17,754
-1,690
-9% -$168K 0.99% 28
2024
Q2 		$1.93M Buy
+19,444
New +$1.93M 1.22% 23

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Prosperity Financial Group's BILS Position: Q4 2024 in Review

Prosperity Financial Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q4 2024, closing a stake of 17,754 shares — an estimated $1.77M sold.

Prosperity Financial Group first reported a position in BILS in Q2 2024 and held it in 2 quarters. The position peaked at $1.93M in Q2 2024. 263 funds tracked by Wall St. Rank hold BILS as of Q4 2024.

  • Prosperity Financial Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 17,754 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q4 2024, an estimated $1.77M.
  • Prosperity Financial Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2024 and held it in 2 quarters.
  • Prosperity Financial Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.93M in Q2 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 Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.