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

Spotlight Asset 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
Q2 		$5.87K Hold
64
– – ﹤0.01% 210
2024
Q1 		$5.88K Buy
+64
New +$5.86K ﹤0.01% 214

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Spotlight Asset Group's BIL Position: Q2 2024 in Review

Spotlight Asset Group held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q2 2024 at 64 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Spotlight Asset Group first reported a position in BIL in Q1 2024 and has held it in 2 quarters since. The position peaked at $5.88K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • Spotlight Asset Group held 64 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $5.87K as of Q2 2024.
  • Spotlight Asset Group left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q2 2024.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #210 holding.
  • Spotlight Asset Group first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 2 quarters since.
  • Spotlight Asset Group's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.88K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.