United Capital Financial Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

United Capital Financial Advisors’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
2024 Q3	–	Sell	-2,049	Closed	-$204K	–	1066
2024 Q2	$204K	Sell	2,049 -895	-30%	-$88.8K	﹤0.01%	977
2024 Q1	$293K	Sell	2,944 -1,758	-37%	-$175K	﹤0.01%	886
2023 Q4	$466K	Sell	4,702 -3,807	-45%	-$378K	﹤0.01%	742
2023 Q3	$846K	Buy	8,509 +5,506	+183%	+$546K	0.01%	549
2023 Q2	$299K	Buy	+3,003	New	+$298K	﹤0.01%	769

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

United Capital Financial Advisors's BILS Position: Q3 2024 in Review

United Capital Financial Advisors sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2024, closing a stake of 2,049 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in BILS in Q2 2023 and held it in 5 quarters. The position peaked at $846K in Q3 2023. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

United Capital Financial Advisors reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
United Capital Financial Advisors sold 2,049 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $204K.
United Capital Financial Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q2 2023 and held it in 5 quarters.
United Capital Financial Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $846K in Q3 2023.
237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.