World Equity Group’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

World Equity Group’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	-15,418	Closed	-$1.53M	–	267
2024 Q2	$1.53M	Buy	15,418 +3,652	+31%	+$362K	0.46%	60
2024 Q1	$1.17M	Hold	11,766	–	–	0.24%	105
2023 Q4	$1.17M	Buy	11,766 +230	+2%	+$22.8K	0.23%	100
2023 Q3	$1.15M	Buy	11,536 +500	+5%	+$49.6K	0.24%	105
2023 Q2	$1.1M	Buy	11,036 +4,725	+75%	+$469K	0.32%	85
2023 Q1	$261K	Buy	+6,311	New	+$627K	0.04%	409

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

World Equity Group's BILS Position: Q3 2024 in Review

World Equity Group sold out of State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) in Q3 2024, closing a stake of 15,418 shares — an estimated $1.53M sold.

World Equity Group first reported a position in BILS in Q1 2023 and held it in 6 quarters. The position peaked at $1.53M in Q2 2024. 237 funds tracked by Wall St. Rank hold BILS as of Q3 2024.

World Equity Group reported no remaining State Street SPDR Bloomberg 3-12 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
World Equity Group sold 15,418 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q3 2024, an estimated $1.53M.
World Equity Group first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2023 and held it in 6 quarters.
World Equity Group's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $1.53M in Q2 2024.
237 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q3 2024.

Based on World Equity Group's 13F filing for Q3 2024, filed 30 Oct 2024.