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

TAP Consulting’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
Q4 		$305K Sell
3,340
-10,050
-75% -$920K 0.06% 131
2024
Q3 		$1.23M Buy
13,390
+1,708
+15% +$156K 0.24% 96
2024
Q2 		$1.07M Buy
11,682
+1,954
+20% +$179K 0.23% 103
2024
Q1 		$893K Buy
+9,728
New +$891K 0.2% 106

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

TAP Consulting's BIL Position: Q4 2024 in Review

TAP Consulting reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 75% in Q4 2024, selling an estimated $920K and leaving 3,340 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #131.

TAP Consulting first reported a position in BIL in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.23M in Q3 2024. 1,128 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • TAP Consulting held 3,340 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $305K as of Q4 2024.
  • TAP Consulting sold 10,050 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $920K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.06% of TAP Consulting's portfolio in Q4 2024, its #131 holding.
  • TAP Consulting first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2024 and has held it in 4 quarters since.
  • TAP Consulting's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.23M in Q3 2024.
  • 1,128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.