SWS Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SWS Partners’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-186	Closed	-$17.1K	–	129
2024 Q2	$17.1K	Buy	+186	New	+$17K	0.01%	212
2018 Q2	–	Sell	-482	Closed	-$44K	–	124
2018 Q1	$44K	Sell	482 -75	-13%	-$6.86K	0.03%	156
2017 Q4	$51K	Buy	+557	New	+$50.9K	0.04%	135

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SWS Partners's BIL Position: Q3 2024 in Review

SWS Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 186 shares — an estimated $17.1K sold.

SWS Partners first reported a position in BIL in Q4 2017 and held it in 3 quarters. The position peaked at $51K in Q4 2017. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

SWS Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 186 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $17.1K.
SWS Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2017 and held it in 3 quarters.
SWS Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $51K in Q4 2017.
1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.