OakTrust Wealth Advisors LLC Makes New $3.37 Million Investment in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS

OakTrust Wealth Advisors LLC bought a new position in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 33,986 shares of the company’s stock, valued at approximately $3,372,000. SPDR Bloomberg 3-12 Month T-Bill ETF makes up about 3.1% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 14th biggest position. OakTrust Wealth Advisors LLC owned approximately 0.09% of SPDR Bloomberg 3-12 Month T-Bill ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of BILS. ST Germain D J Co. Inc. lifted its holdings in shares of SPDR Bloomberg 3-12 Month T-Bill ETF by 21.4% in the 4th quarter. ST Germain D J Co. Inc. now owns 1,629 shares of the company’s stock worth $162,000 after purchasing an additional 287 shares in the last quarter. Revisor Wealth Management LLC bought a new stake in SPDR Bloomberg 3-12 Month T-Bill ETF during the 4th quarter valued at $201,000. Strategic Blueprint LLC acquired a new position in SPDR Bloomberg 3-12 Month T-Bill ETF during the fourth quarter worth $216,000. Claro Advisors Inc. acquired a new position in SPDR Bloomberg 3-12 Month T-Bill ETF during the fourth quarter worth $284,000. Finally, First Financial Bankshares Inc acquired a new position in SPDR Bloomberg 3-12 Month T-Bill ETF during the fourth quarter worth $298,000.

SPDR Bloomberg 3-12 Month T-Bill ETF Stock Up 0.0%

Shares of NYSEARCA BILS opened at $99.30 on Friday. SPDR Bloomberg 3-12 Month T-Bill ETF has a fifty-two week low of $99.08 and a fifty-two week high of $99.52. The firm’s 50-day simple moving average is $99.29 and its 200 day simple moving average is $99.29.

SPDR Bloomberg 3-12 Month T-Bill ETF Profile

The SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of US Treasury bills with maturities between 3-12 months. BILS was launched on Sep 23, 2020 and is managed by State Street.