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

SVB Wealth’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
2023 Q1	–	Sell	-24,358	Closed	-$2.42M	–	1016
2022 Q4	$2.42M	Buy	+24,358	New	+$2.42M	0.03%	238

Other funds holding BILS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

SVB Wealth's BILS Position: Q1 2023 in Review

SVB Wealth sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q1 2023, closing a stake of 24,358 shares — an estimated $2.42M sold.

SVB Wealth first reported a position in BILS in Q4 2022 and held it in 1 quarter. The position peaked at $2.42M in Q4 2022. 128 funds tracked by Wall St. Rank hold BILS as of Q1 2023.

SVB Wealth reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 24,358 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q1 2023, an estimated $2.42M.
SVB Wealth first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q4 2022 and held it in 1 quarter.
SVB Wealth's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.42M in Q4 2022.
128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.