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Wealthspire Advisors (Maryland)’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$7.1M Buy
+77,570
New +$7.1M 0.25% 54

Other funds holding BIL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BIL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2020: 77,570 shares worth $7.1M. The stake represents 0.25% of the portfolio and ranks #54 among its holdings.

380 funds tracked by Wall St. Rank hold BIL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 77,570 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.1M as of Q3 2020.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.25% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #54 holding.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.