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

WT Wealth Management’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 Q3	–	Sell	-14,547	Closed	-$1.34M	–	130
2024 Q2	$1.34M	Sell	14,547 -2,649	-15%	-$243K	0.46%	63
2024 Q1	$1.58M	Sell	17,196 -12,287	-42%	-$1.13M	0.56%	54
2023 Q4	$2.69M	Sell	29,483 -54,135	-65%	-$4.96M	1.06%	33
2023 Q3	$7.68M	Sell	83,618 -37,973	-31%	-$3.48M	3.29%	8
2023 Q2	$11.2M	Buy	121,591 +108,554	+833%	+$9.95M	4.63%	5
2023 Q1	$1.2M	Buy	13,037 +10,511	+416%	+$963K	0.52%	61
2022 Q4	$231K	Sell	2,526 -3,417	-57%	-$313K	0.11%	89
2022 Q3	$544K	Sell	5,943 -165	-3%	-$15.1K	0.27%	71
2022 Q2	$559K	Sell	6,108 -3,713	-38%	-$340K	0.28%	83
2022 Q1	$898K	Buy	9,821 +2,612	+36%	+$239K	0.34%	75
2021 Q4	$659K	Sell	7,209 -1,807	-20%	-$165K	0.24%	84
2021 Q3	$825K	Sell	9,016 -2,635	-23%	-$241K	0.32%	81
2021 Q2	$1.07M	Buy	11,651 +5,322	+84%	+$487K	0.43%	77
2021 Q1	$579K	Sell	6,329 -2,198	-26%	-$201K	0.27%	96
2020 Q4	$780K	Buy	8,527 +4,377	+105%	+$401K	0.43%	76
2020 Q3	$379K	Buy	+4,150	New	+$380K	0.25%	80

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

WT Wealth Management's BIL Position: Q3 2024 in Review

WT Wealth Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 14,547 shares — an estimated $1.34M sold.

WT Wealth Management first reported a position in BIL in Q3 2020 and held it in 16 quarters. The position peaked at $11.2M in Q2 2023. 1,043 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

WT Wealth Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
WT Wealth Management sold 14,547 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $1.34M.
WT Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2020 and held it in 16 quarters.
WT Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $11.2M in Q2 2023.
1,043 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on WT Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.