4WEALTH ADVISORS, INC. BIL β€” SPDR SER TR

Ownership history in 4WEALTH ADVISORS, INC.  Β·  6 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported SPDR SER TR (BIL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.37% in 2026 Q1. The latest visible filing shows BIL at 3.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BIL was reported at 3.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIL stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held BIL β€” position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 43,062 +36,226 +529.9% 3.37% $3.9M 2026-04-27 $91.62
2025 Q4 ADDED β€” β€” β€” 6,836 +3,318 +94.3% 0.53% $625K 2026-01-21 $90.77
2025 Q3 ADDED β€” β€” β€” 3,518 +203 +6.1% 0.29% $323K 2025-10-28 $89.99
2025 Q2 ADDED β€” β€” β€” 3,315 +79 +2.4% 0.31% $304K 2025-08-04 $89.15
2025 Q1 REDUCED 78.9% +1.0% ❌ 3,236 -12,074 -78.9% 0.32% $297K 2025-05-05 $88.22
2024 Q4 INITIATED β€” β€” β€” 15,310 β€” β€” 1.40% $1.4M 2025-02-14 $87.45

🏒 Other funds also holding BIL

As of 2026 Q1 β€” sorted by position size

Savior LLC 3Y 33.48% Counterpoint Mutual Funds LLC 3Y 30.36% St. Louis Financial Planners Asset Management, LLC 3Y 29.16% Ramiah Investment Group 23.0% Ebert Capital Management Inc. 20.24% UDINE WEALTH MANAGEMENT, INC. 3Y 14.68% HAMILTON CAPITAL PARTNERS, LLC 14.49% TritonPoint Partners, LLC 12.21% J2 Capital Management Inc 3Y 11.83% Sollinda Capital Management LLC 11.12%

FAQ About 4WEALTH ADVISORS, INC. and BIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning BIL?

4WEALTH ADVISORS, INC. reported BIL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BIL position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for BIL was 3.37% in 2026 Q1.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2026 Q1, when 4WEALTH ADVISORS, INC. reported 43,062 shares, equal to 3.37% of portfolio, with an estimated market value of $3.9M.

What does the chart on this BIL ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly BIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, 4WEALTH ADVISORS, INC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BIL relative to SPY over the holding period was -10.1%.

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