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WR Wealth Planners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

WR Wealth Planners’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 		$37K Buy
405
+308
+318% +$28.2K 0.01% 353
2024
Q3 		$8.91K Sell
97
-454
-82% -$41.6K ﹤0.01% 650
2024
Q2 		$50.6K Buy
+551
New +$50.5K 0.02% 332

Other funds holding BIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWP
Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WR Wealth Planners's BIL Position: Q4 2024 in Review

WR Wealth Planners increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 318% in Q4 2024, buying an estimated $28.2K and bringing the position to 405 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #353.

WR Wealth Planners first reported a position in BIL in Q2 2024 and has held it in 3 quarters since. The position peaked at $50.6K in Q2 2024. 1,126 funds tracked by Wall St. Rank hold BIL as of Q4 2024.

  • WR Wealth Planners held 405 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $37K as of Q4 2024.
  • WR Wealth Planners bought 308 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $28.2K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #353 holding.
  • WR Wealth Planners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $50.6K in Q2 2024.
  • 1,126 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.