United Capital Financial Advisors’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
271,517
+178,154
| +191% | +$16.3M | 0.2% | 100 |
|
|
2025
Q1 | $8.56M | Sell |
93,363
-102,884
| -52% | -$9.44M | 0.07% | 206 |
|
|
2024
Q4 | $17.9M | Buy |
196,247
+122,813
| +167% | +$11.2M | 0.15% | 122 |
|
|
2024
Q3 | $6.74M | Buy |
73,434
+7,693
| +12% | +$706K | 0.06% | 220 |
|
|
2024
Q2 | $6.03M | Sell |
65,741
-1,896
| -3% | -$174K | 0.05% | 235 |
|
|
2024
Q1 | $6.21M | Buy |
67,637
+7,300
| +12% | +$670K | 0.05% | 242 |
|
|
2023
Q4 | $5.51M | Sell |
60,337
-787
| -1% | -$71.9K | 0.05% | 271 |
|
|
2023
Q3 | $5.61M | Buy |
61,124
+6
| +0% | +$551 | 0.04% | 286 |
|
|
2023
Q2 | $5.61M | Sell |
61,118
-6,595
| -10% | -$606K | 0.03% | 297 |
|
|
2023
Q1 | $6.22M | Sell |
67,713
-143,106
| -68% | -$13.1M | 0.03% | 297 |
|
|
2022
Q4 | $19.3M | Buy |
210,819
+179,415
| +571% | +$16.4M | 0.11% | 173 |
|
|
2022
Q3 | $2.88M | Sell |
31,404
-7,885
| -20% | -$722K | 0.02% | 412 |
|
|
2022
Q2 | $3.6M | Buy |
39,289
+19,017
| +94% | +$1.74M | 0.02% | 392 |
|
|
2022
Q1 | $1.85M | Sell |
20,272
-2,880
| -12% | -$263K | 0.01% | 535 |
|
|
2021
Q4 | $2.12M | Sell |
23,152
-2,520
| -10% | -$230K | 0.01% | 527 |
|
|
2021
Q3 | $2.35M | Sell |
25,672
-8,991
| -26% | -$822K | 0.01% | 496 |
|
|
2021
Q2 | $3.17M | Sell |
34,663
-4,891
| -12% | -$447K | 0.02% | 452 |
|
|
2021
Q1 | $3.62M | Buy |
39,554
+5,258
| +15% | +$481K | 0.02% | 404 |
|
|
2020
Q4 | $3.14M | Sell |
34,296
-340,602
| -91% | -$31.2M | 0.02% | 421 |
|
|
2020
Q3 | $34.3M | Sell |
374,898
-542,320
| -59% | -$49.6M | 0.22% | 102 |
|
|
2020
Q2 | $84M | Sell |
917,218
-1,364,691
| -60% | -$125M | 0.61% | 23 |
|
|
2020
Q1 | $209M | Buy |
2,281,909
+2,145,237
| +1,570% | +$197M | 1.73% | 10 |
|
|
2019
Q4 | $12.5M | Sell |
136,672
-133,195
| -49% | -$12.2M | 0.08% | 269 |
|
|
2019
Q3 | $24.7M | Sell |
269,867
-2,584,107
| -91% | -$237M | 0.17% | 132 |
|
|
2019
Q2 | $261M | Buy |
2,853,974
+2,269,893
| +389% | +$208M | 1.71% | 9 |
|
|
2019
Q1 | $53.5M | Sell |
584,081
-361,820
| -38% | -$33.1M | 0.38% | 57 |
|
|
2018
Q4 | $86.5M | Buy |
945,901
+816,046
| +628% | +$74.6M | 0.69% | 22 |
|
|
2018
Q3 | $11.9M | Sell |
129,855
-125,662
| -49% | -$11.5M | 0.08% | 261 |
|
|
2018
Q2 | $23.4M | Sell |
255,517
-49,715
| -16% | -$4.55M | 0.17% | 131 |
|
|
2018
Q1 | $27.9M | Buy |
305,232
+107,424
| +54% | +$9.83M | 0.21% | 109 |
|
|
2017
Q4 | $18.1M | Buy |
197,808
+24,380
| +14% | +$2.23M | 0.14% | 167 |
|
|
2017
Q3 | $15.9M | Sell |
173,428
-151,525
| -47% | -$13.9M | 0.13% | 181 |
|
|
2017
Q2 | $29.7M | Sell |
324,953
-291,582
| -47% | -$26.7M | 0.27% | 86 |
|
|
2017
Q1 | $56.4M | Buy |
616,535
+272,083
| +79% | +$24.9M | 0.53% | 33 |
|
|
2016
Q4 | $31.5M | Sell |
344,452
-128,309
| -27% | -$11.7M | 0.31% | 69 |
|
|
2016
Q3 | $43.2M | Sell |
472,761
-58,811
| -11% | -$5.38M | 0.42% | 43 |
|
|
2016
Q2 | $48.9M | Sell |
531,572
-156,706
| -23% | -$14.4M | 0.5% | 31 |
|
|
2016
Q1 | $62.9M | Sell |
688,278
-551,380
| -44% | -$50.4M | 0.69% | 21 |
|
|
2015
Q4 | $113M | Sell |
1,239,658
-750,618
| -38% | -$68.6M | 1.3% | 8 |
|
|
2015
Q3 | $182M | Buy |
1,990,276
+1,776,987
| +833% | +$162M | 2.18% | 5 |
|
|
2015
Q2 | $19.5M | Buy |
213,289
+54,018
| +34% | +$4.94M | 0.23% | 101 |
|
|
2015
Q1 | $14.6M | Sell |
159,271
-874,863
| -85% | -$80M | 0.18% | 135 |
|
|
2014
Q4 | $94.6M | Buy |
1,034,134
+928,495
| +879% | +$84.9M | 1.42% | 6 |
|
|
2014
Q3 | $9.67M | Buy |
105,639
+25,919
| +33% | +$2.37M | 0.17% | 154 |
|
|
2014
Q2 | $7.3M | Sell |
79,720
-37,918
| -32% | -$3.47M | 0.14% | 194 |
|
|
2014
Q1 | $10.8M | Buy |
117,638
+89,323
| +315% | +$8.18M | 0.23% | 101 |
|
|
2013
Q4 | $2.59M | Buy |
+28,315
| New | +$2.59M | 0.09% | 208 |
|