BILS — SPDR SER TR

Ownership history in Advisor Resource Council  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in SPDR SER TR (BILS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.03% (2025 Q4)
Avg. % of fund
0.5%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,100 +20,721 +247.3% 1.03% $2.9M $98.65
2025 Q2 REDUCED 8,379 -27,426 -76.6% 0.32% $833K $96.57
2025 Q1 ADDED 35,805 +26,217 +273.4% 0.22% $2.7M $95.63
2024 Q3 INITIATED 9,588 — — 0.43% $955K $93.59
% of Fund (quarterly)    BILS price (monthly, adj. close)

Other funds also holding BILS

As of 2025 Q4 — sorted by position size

PECAUT & CO. 3Y 7Y 14.77% DBK Financial Counsel, LLC 3Y 11.64% Miller Investment Management, LP 3Y 7Y 9.78% SoundView Advisors Inc. 9.56% NDWM LLC 9.18% Delos Wealth Advisors, LLC 3Y 7.84% Horizon Family Wealth, Inc. 3Y 7.71% Birchcreek Wealth Management, LLC 3Y 7.66% PROMETHIUM ADVISORS,LLC 7.54% Anson Capital, Inc. 3Y 7.08%
← Back to Advisor Resource Council Holdings