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

Smart Money 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
2024 Q2	–	Sell	-14,599	Closed	-$1.45M	–	93
2024 Q1	$1.45M	Buy	14,599 +2,068	+17%	+$205K	0.56%	35
2023 Q4	$1.24M	Buy	12,531 +467	+4%	+$46.3K	0.54%	32
2023 Q3	$1.2M	Buy	+12,064	New	+$1.2M	0.57%	32

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

Smart Money Group's BILS Position: Q2 2024 in Review

Smart Money Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q2 2024, closing a stake of 14,599 shares — an estimated $1.45M sold.

Smart Money Group first reported a position in BILS in Q3 2023 and held it in 3 quarters. The position peaked at $1.45M in Q1 2024. 244 funds tracked by Wall St. Rank hold BILS as of Q2 2024.

Smart Money Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
Smart Money Group sold 14,599 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2024, an estimated $1.45M.
Smart Money Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q3 2023 and held it in 3 quarters.
Smart Money Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.45M in Q1 2024.
244 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2024.

Based on Smart Money Group's 13F filing for Q2 2024, filed 12 Aug 2024.