Steward Partners Investment Advisory’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32M | Buy |
348,467
+75,814
| +28% | +$6.95M | 0.25% | 80 |
|
|
2025
Q1 | $25M | Sell |
272,653
-15,044
| -5% | -$1.38M | 0.22% | 95 |
|
|
2024
Q4 | $26.3M | Buy |
287,697
+20,414
| +8% | +$1.87M | 0.23% | 90 |
|
|
2024
Q3 | $24.5M | Buy |
267,283
+2,882
| +1% | +$265K | 0.23% | 95 |
|
|
2024
Q2 | $24.3M | Buy |
264,401
+95,171
| +56% | +$8.73M | 0.26% | 82 |
|
|
2024
Q1 | $15.5M | Buy |
169,230
+21,884
| +15% | +$2.01M | 0.17% | 121 |
|
|
2023
Q4 | $13.5M | Buy |
147,346
+57,711
| +64% | +$5.27M | 0.18% | 125 |
|
|
2023
Q3 | $8.23M | Sell |
89,635
-671
| -0.7% | -$61.6K | 0.13% | 171 |
|
|
2023
Q2 | $8.29M | Sell |
90,306
-95,630
| -51% | -$8.78M | 0.12% | 174 |
|
|
2023
Q1 | $17.1M | Sell |
185,936
-156,000
| -46% | -$14.3M | 0.27% | 84 |
|
|
2022
Q4 | $31.3M | Buy |
341,936
+25,520
| +8% | +$2.33M | 0.53% | 32 |
|
|
2022
Q3 | $29M | Buy |
316,416
+93,134
| +42% | +$8.53M | 0.54% | 29 |
|
|
2022
Q2 | $20.4M | Buy |
223,282
+7,727
| +4% | +$707K | 0.37% | 58 |
|
|
2022
Q1 | $19.7M | Buy |
215,555
+20,821
| +11% | +$1.9M | 0.31% | 72 |
|
|
2021
Q4 | $17.8M | Buy |
194,734
+3,475
| +2% | +$318K | 0.27% | 82 |
|
|
2021
Q3 | $17.5M | Buy |
191,259
+26,582
| +16% | +$2.43M | 0.3% | 75 |
|
|
2021
Q2 | $15.1M | Buy |
164,677
+98,185
| +148% | +$8.98M | 0.25% | 86 |
|
|
2021
Q1 | $6.08M | Buy |
66,492
+1,788
| +3% | +$164K | 0.11% | 205 |
|
|
2020
Q4 | $5.92M | Sell |
64,704
-1,559
| -2% | -$143K | 0.13% | 171 |
|
|
2020
Q3 | $6.06M | Buy |
66,263
+113
| +0.2% | +$10.3K | 0.15% | 154 |
|
|
2020
Q2 | $6.06M | Buy |
66,150
+31,105
| +89% | +$2.85M | 0.17% | 142 |
|
|
2020
Q1 | $3.21M | Buy |
35,045
+20,305
| +138% | +$1.86M | 0.12% | 189 |
|
|
2019
Q4 | $1.35M | Buy |
14,740
+6,850
| +87% | +$626K | 0.04% | 377 |
|
|
2019
Q3 | $722K | Buy |
7,890
+4,990
| +172% | +$457K | 0.02% | 494 |
|
|
2019
Q2 | $265K | Sell |
2,900
-228
| -7% | -$20.8K | 0.01% | 731 |
|
|
2019
Q1 | $286K | Sell |
3,128
-2,180
| -41% | -$199K | 0.01% | 651 |
|
|
2018
Q4 | $485K | Buy |
5,308
+3,247
| +158% | +$297K | 0.02% | 496 |
|
|
2018
Q3 | $189K | Buy |
2,061
+120
| +6% | +$11K | 0.01% | 736 |
|
|
2018
Q2 | $178K | Buy |
1,941
+1,845
| +1,922% | +$169K | 0.01% | 681 |
|
|
2018
Q1 | $8K | Sell |
96
-579
| -86% | -$48.3K | ﹤0.01% | 1634 |
|
|
2017
Q4 | $61K | Sell |
675
-1
| -0.1% | -$90 | ﹤0.01% | 768 |
|
|
2017
Q3 | $61K | Buy |
676
+579
| +597% | +$52.2K | 0.01% | 644 |
|
|
2017
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 1096 |
|
|
2017
Q1 | $8K | Buy |
+97
| New | +$8K | ﹤0.01% | 988 |
|