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

Wintrust Investments’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	$40K	Hold	446	–	–	0.04%	287
2024 Q3	$41K	Sell	446 -4,157	-90%	-$381K	0.03%	347
2024 Q2	$422K	Buy	4,603 +105	+2%	+$9.62K	0.03%	314
2024 Q1	$413K	Hold	4,498	–	–	0.04%	312
2023 Q4	$411K	Hold	4,498	–	–	0.04%	303
2023 Q3	$413K	Sell	4,498 -2,121	-32%	-$194K	0.04%	286
2023 Q2	$608K	Buy	+6,619	New	+$606K	0.06%	241
2022 Q4	–	Sell	-8,266	Closed	-$757K	–	368
2022 Q3	$757K	Buy	8,266 +504	+6%	+$46.1K	0.09%	173
2022 Q2	$710K	Buy	7,762 +282	+4%	+$25.8K	0.08%	183
2022 Q1	$684K	Sell	7,480 -254	-3%	-$23.2K	0.07%	211
2021 Q4	$707K	Sell	7,734 -17	-0.2%	-$1.55K	0.07%	212
2021 Q3	$709K	Sell	7,751 -1,072	-12%	-$98K	0.1%	149
2021 Q2	$807K	Sell	8,823 -600	-6%	-$54.9K	0.08%	189
2021 Q1	$862K	Buy	+9,423	New	+$862K	0.09%	185
2020 Q4	–	Sell	-10,883	Closed	-$996K	–	199
2020 Q3	$996K	Sell	10,883 -341	-3%	-$31.2K	0.14%	131
2020 Q2	$1.03M	Sell	11,224 -578	-5%	-$52.9K	0.14%	118
2020 Q1	$1.08M	Sell	11,802 -979	-8%	-$89.6K	0.18%	103
2019 Q4	$1.17M	Sell	12,781 -302	-2%	-$27.6K	0.16%	108
2019 Q3	$1.2M	Sell	13,083 -2,092	-14%	-$191K	0.18%	103
2019 Q2	$1.39M	Buy	15,175 +6,871	+83%	+$629K	0.21%	92
2019 Q1	$761K	Sell	8,304 -5,949	-42%	-$545K	0.12%	144
2018 Q4	$1.3M	Buy	14,253 +2,590	+22%	+$237K	0.24%	84
2018 Q3	$1.07M	Buy	11,663 +405	+4%	+$37.1K	0.17%	109
2018 Q2	$1.03M	Buy	11,258 +3,429	+44%	+$314K	0.18%	112
2018 Q1	$717K	Buy	7,829 +4,661	+147%	+$426K	0.18%	108
2017 Q4	$290K	Sell	3,168 -2,057	-39%	-$188K	0.07%	229
2017 Q3	$478K	Sell	5,225 -1,605	-23%	-$147K	0.12%	165
2017 Q2	$625K	Sell	6,830 -3,755	-35%	-$343K	0.17%	138
2017 Q1	$968K	Buy	10,585 +1,400	+15%	+$128K	0.28%	85
2016 Q4	$840K	Buy	9,185 +6,185	+206%	+$566K	0.35%	55
2016 Q3	$274K	Buy	+3,000	New	+$274K	0.13%	151

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wintrust Investments's BIL Position: Q4 2024 in Review

Wintrust Investments held its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position steady in Q4 2024 at 446 shares worth $40K. The position accounts for 0.04% of the portfolio, ranked #287.

Wintrust Investments first reported a position in BIL in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.39M in Q2 2019. 1,128 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

Wintrust Investments held 446 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $40K as of Q4 2024.
Wintrust Investments left its State Street SPDR Bloomberg 1-3 Month T-Bill ETF share count unchanged in Q4 2024.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.04% of Wintrust Investments's portfolio in Q4 2024, its #287 holding.
Wintrust Investments first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2016 and has held it in 31 quarters since.
Wintrust Investments's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.39M in Q2 2019.
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 Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.