Source Financial Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Source Financial Advisors’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
2023 Q3	–	Sell	-6,219	Closed	-$619K	–	123
2023 Q2	$619K	Buy	+6,219	New	+$618K	0.2%	71

Other funds holding BILS

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

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

PCP

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

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

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

PCIG

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

Source Financial Advisors's BILS Position: Q3 2023 in Review

Source Financial Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2023, closing a stake of 6,219 shares — an estimated $619K sold.

Source Financial Advisors first reported a position in BILS in Q2 2023 and held it in 1 quarter. The position peaked at $619K in Q2 2023. 202 funds tracked by Wall St. Rank hold BILS as of Q3 2023.

Source Financial Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2023 after selling out during the quarter.
Source Financial Advisors sold 6,219 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2023, an estimated $619K.
Source Financial Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 1 quarter.
Source Financial Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $619K in Q2 2023.
202 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.