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

Strategic Financial Concepts’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
Q3 		– Sell
-120,012
Closed -$1.21K – 292
2024
Q2 		$1.21K Buy
120,012
+117,955
+5,734% +$11.7M ﹤0.01% 595
2024
Q1 		$205K Buy
+2,057
New +$204K 0.05% 290

Other funds holding BILS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Strategic Financial Concepts's BILS Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2024, closing a stake of 120,012 shares — an estimated $1.21K sold.

Strategic Financial Concepts first reported a position in BILS in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 120,012 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $1.21K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $205K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.