SevenBridge Financial Group’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SevenBridge Financial Group’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	-12,451	Closed	-$1.14M	–	223
2024 Q3	$1.14M	Sell	12,451 -540	-4%	-$49.5K	0.22%	102
2024 Q2	$1.19M	Buy	12,991 +8,250	+174%	+$756K	0.26%	91
2024 Q1	$434K	Buy	+4,741	New	+$434K	0.1%	136

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

SevenBridge Financial Group's BIL Position: Q4 2024 in Review

SevenBridge Financial Group sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2024, closing a stake of 12,451 shares — an estimated $1.14M sold.

SevenBridge Financial Group first reported a position in BIL in Q1 2024 and held it in 3 quarters. The position peaked at $1.19M in Q2 2024. 1,125 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

SevenBridge Financial Group reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
SevenBridge Financial Group sold 12,451 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $1.14M.
SevenBridge Financial Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and held it in 3 quarters.
SevenBridge Financial Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.19M 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 SevenBridge Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.