Santori & Peters Inc’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Santori & Peters Inc’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
2021 Q3	–	Sell	-3,702	Closed	-$338K	–	58
2021 Q2	$338K	Buy	+3,702	New	+$339K	0.19%	41
2020 Q3	–	Sell	-10,306	Closed	-$943K	–	76
2020 Q2	$943K	Buy	+10,306	New	+$943K	0.73%	18
2020 Q1	–	Sell	-17,207	Closed	-$1.57M	–	76
2019 Q4	$1.57M	Buy	+17,207	New	+$1.57M	1.03%	13

Other funds holding BIL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

Santori & Peters Inc's BIL Position: Q3 2021 in Review

Santori & Peters Inc sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2021, closing a stake of 3,702 shares — an estimated $338K sold.

Santori & Peters Inc first reported a position in BIL in Q4 2019 and held it in 3 quarters. The position peaked at $1.57M in Q4 2019. 386 funds tracked by Wall St. Rank hold BIL as of Q3 2021.

Santori & Peters Inc reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2021 after selling out during the quarter.
Santori & Peters Inc sold 3,702 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2021, an estimated $338K.
Santori & Peters Inc first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 3 quarters.
Santori & Peters Inc's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.57M in Q4 2019.
386 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2021.

Based on Santori & Peters Inc's 13F filing for Q3 2021, filed 22 Oct 2021.