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

Sanctuary Wealth Management’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	–	Sell	-154,184	Closed	-$14.2M	–	277
2024 Q3	$14.2M	Sell	154,184 -13,813	-8%	-$1.27M	10.12%	3
2024 Q2	$15.4M	Buy	+167,997	New	+$15.4M	11.67%	4
2024 Q1	–	Sell	-10	Closed	-$914	–	280
2023 Q4	$914	Sell	10 -85,270	-100%	-$7.81M	﹤0.01%	249
2023 Q3	$7.83M	Buy	+85,280	New	+$7.81M	8.54%	4

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

Sanctuary Wealth Management's BIL Position: Q4 2024 in Review

Sanctuary Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 154,184 shares — an estimated $14.2M sold.

Sanctuary Wealth Management first reported a position in BIL in Q3 2023 and held it in 4 quarters. The position peaked at $15.4M in Q2 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Sanctuary Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
Sanctuary Wealth Management sold 154,184 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $14.2M.
Sanctuary Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2023 and held it in 4 quarters.
Sanctuary Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $15.4M in Q2 2024.
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 Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.