Strategic Wealth Partners’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 | $17.3M | Buy |
+188,566
| New | +$17.3M | 1.36% | 15 |
|
|
2024
Q4 | $16.9M | Buy |
184,495
+53,989
| +41% | +$4.94M | 1.4% | 11 |
|
|
2024
Q3 | $12M | Sell |
130,506
-56,222
| -30% | -$5.16M | 1.15% | 16 |
|
|
2024
Q2 | $17.1M | Sell |
186,728
-5,076
| -3% | -$466K | 1.79% | 9 |
|
|
2024
Q1 | $17.6M | Sell |
191,804
-11,461
| -6% | -$1.05M | 1.93% | 9 |
|
|
2023
Q4 | $18.6M | Sell |
203,265
-60,567
| -23% | -$5.54M | 2.29% | 8 |
|
|
2023
Q3 | $24.2M | Buy |
263,832
+43,079
| +20% | +$3.96M | 3.19% | 5 |
|
|
2023
Q2 | $20.3M | Sell |
220,753
-17,711
| -7% | -$1.63M | 2.62% | 6 |
|
|
2023
Q1 | $21.9M | Buy |
238,464
+165,879
| +229% | +$15.2M | 3.36% | 4 |
|
|
2022
Q4 | $6.64M | Buy |
72,585
+67,937
| +1,462% | +$6.21M | 1.23% | 15 |
|
|
2022
Q3 | $426K | Buy |
4,648
+189
| +4% | +$17.3K | 0.09% | 188 |
|
|
2022
Q2 | $408K | Sell |
4,459
-96
| -2% | -$8.78K | 0.09% | 173 |
|
|
2022
Q1 | $416K | Sell |
4,555
-119
| -3% | -$10.9K | 0.08% | 191 |
|
|
2021
Q4 | $427K | Sell |
4,674
-1,566
| -25% | -$143K | 0.08% | 211 |
|
|
2021
Q3 | $571K | Buy |
6,240
+714
| +13% | +$65.3K | 0.17% | 160 |
|
|
2021
Q2 | $505K | Sell |
5,526
-35
| -0.6% | -$3.2K | 0.16% | 152 |
|
|
2021
Q1 | $509K | Sell |
5,561
-1,254
| -18% | -$115K | 0.2% | 120 |
|
|
2020
Q4 | $624K | Buy |
6,815
+836
| +14% | +$76.5K | 0.26% | 95 |
|
|
2020
Q3 | $547K | Sell |
5,979
-7,232
| -55% | -$662K | 0.28% | 87 |
|
|
2020
Q2 | $1.21M | Sell |
13,211
-46,620
| -78% | -$4.27M | 0.62% | 45 |
|
|
2020
Q1 | $5.47M | Hold |
59,831
| – | – | 2.85% | 5 |
|
|
2019
Q4 | $5.47M | Sell |
59,831
-3,444
| -5% | -$315K | 2.85% | 5 |
|
|
2019
Q3 | $227K | Buy |
63,275
+22,010
| +53% | +$79K | 1.17% | 17 |
|
|
2019
Q2 | $3.78M | Sell |
41,265
-22,623
| -35% | -$2.07M | 1.82% | 10 |
|
|
2019
Q1 | $5.84M | Buy |
63,888
+3,353
| +6% | +$307K | 2.68% | 3 |
|
|
2018
Q4 | $6.09M | Buy |
60,535
+40,477
| +202% | +$4.07M | 3.07% | 3 |
|
|
2018
Q3 | $1.84M | Buy |
20,058
+19,827
| +8,583% | +$1.82M | 0.98% | 24 |
|
|
2018
Q2 | $21K | Buy |
+231
| New | +$21K | 0.01% | 380 |
|