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

RiverFront Investment 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
2023
Q3 		– Sell
-477,789
Closed -$47.5M – 112
2023
Q2 		$47.5M Buy
+477,789
New +$47.4M 1.55% 21

Other funds holding BILS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

RiverFront Investment Group's BILS Position: Q3 2023 in Review

RiverFront Investment Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2023, closing a stake of 477,789 shares — an estimated $47.5M sold.

RiverFront Investment Group first reported a position in BILS in Q2 2023 and held it in 1 quarter. The position peaked at $47.5M in Q2 2023. 202 funds tracked by Wall St. Rank hold BILS as of Q3 2023.

  • RiverFront Investment Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
  • RiverFront Investment Group sold 477,789 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2023, an estimated $47.5M.
  • RiverFront Investment Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 1 quarter.
  • RiverFront Investment Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $47.5M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2023.

Based on RiverFront Investment Group's 13F filing for Q3 2023, filed 7 Nov 2023.