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

Veery Capital’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
2023 Q4	–	Sell	-2,219	Closed	-$204K	–	92
2023 Q3	$204K	Buy	2,219 +6	+0.3%	+$550	0.1%	77
2023 Q2	$203K	Buy	+2,213	New	+$203K	0.1%	82
2022 Q3	–	Sell	-2,237	Closed	-$205K	–	73
2022 Q2	$205K	Sell	2,237 -218	-9%	-$19.9K	0.13%	67
2022 Q1	$224K	Sell	2,455 -18	-0.7%	-$1.65K	0.12%	74
2021 Q4	$226K	Sell	2,473 -4,763	-66%	-$436K	0.12%	73
2021 Q3	$662K	Buy	7,236 +163	+2%	+$14.9K	0.38%	38
2021 Q2	$647K	Sell	7,073 -385	-5%	-$35.2K	0.38%	39
2021 Q1	$682K	Sell	7,458 -68	-0.9%	-$6.22K	0.43%	36
2020 Q4	$689K	Buy	+7,526	New	+$689K	0.46%	36

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Veery Capital's BIL Position: Q4 2023 in Review

Veery Capital sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q4 2023, closing a stake of 2,219 shares — an estimated $204K sold.

Veery Capital first reported a position in BIL in Q4 2020 and held it in 9 quarters. The position peaked at $689K in Q4 2020. 980 funds tracked by Wall St. Rank hold BIL as of Q4 2023.

Veery Capital reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q4 2023 after selling out during the quarter.
Veery Capital sold 2,219 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2023, an estimated $204K.
Veery Capital first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 9 quarters.
Veery Capital's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $689K in Q4 2020.
980 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2023.

Based on Veery Capital's 13F filing for Q4 2023, filed 10 Jan 2024.