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SYSTM Wealth Solutions’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,741
Closed -$160K – 693
2024
Q1 		$160K Buy
1,741
+1,083
+165% +$99.2K 0.02% 423
2023
Q4 		$60.1K Buy
+658
New +$60.3K 0.01% 550

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SYSTM Wealth Solutions's BIL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q2 2024, closing a stake of 1,741 shares — an estimated $160K sold.

SYSTM Wealth Solutions first reported a position in BIL in Q4 2023 and held it in 2 quarters. The position peaked at $160K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold BIL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,741 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2024, an estimated $160K.
  • SYSTM Wealth Solutions first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $160K in Q1 2024.
  • 1,027 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.