Ropes Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$442K Buy
4,814
+1,214
+34% +$111K 0.09% 165
2023
Q2
$331K Buy
+3,600
New +$330K 0.05% 220

Other funds holding BIL

Ropes Wealth Advisors's BIL Position: Q3 2023 in Review

Ropes Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 34% in Q3 2023, buying an estimated $111K and bringing the position to 4,814 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #165.

Ropes Wealth Advisors first reported a position in BIL in Q2 2023 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold BIL as of Q3 2023.

  • Ropes Wealth Advisors held 4,814 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $442K as of Q3 2023.
  • Ropes Wealth Advisors bought 1,214 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2023, an estimated $111K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.09% of Ropes Wealth Advisors's portfolio in Q3 2023, its #165 holding.
  • Ropes Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.