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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$902K Sell
2025
Q2
$7.53M Buy
2024
Q4
$8.16M Sell
2024
Q3
$8.96M Sell
2024
Q2
$9.52M Buy
2024
Q1
$7.98M Sell
2023
Q4
$8.77M Sell
2023
Q3
$12.6M Buy
2023
Q2
$9.08M Buy
2023
Q1
$8.02M Buy