Advisor Resource Council BILS β€” SPDR SER TR

Ownership history in Advisor Resource Council  Β·  4 quarters on record

AI Ownership Summary

Advisor Resource Council reported SPDR SER TR (BILS) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows BILS at 1.03% 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 BILS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisor Resource Council'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
2025 Q4

BILS was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

BILS stock page Advisor Resource Council fund profile Advisor Resource Council full holdings
How Advisor Resource Council held BILS β€” position size vs. price
% of Fund (quarterly)    BILS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 29,100 +20,721 +247.3% 1.03% $2.9M 2026-02-14 (Est.) $98.48
2025 Q2 REDUCED 76.6% +1.1% ❌ 8,379 -27,426 -76.6% 0.32% $833K 2025-08-11 $96.50
2025 Q1 ADDED β€” β€” β€” 35,805 +26,217 +273.4% 0.22% $2.7M 2025-04-22 $95.29
2024 Q3 INITIATED β€” β€” β€” 9,588 β€” β€” 0.43% $955K 2024-10-31 $93.35

🏒 Other funds also holding BILS

As of 2026 Q1 β€” sorted by position size

SoundView Advisors Inc. 9.11% PROMETHIUM ADVISORS,LLC 7.29% NDWM LLC 7.23% MOKAN Wealth Management Inc. 5.96% Marshall Financial Group, LLC 3Y 5.74% OakTrust Wealth Advisors, LLC 3.28% Capstone Wealth Management Group LLC 2.9% One Day In July LLC 3Y 2.61% Bell Bank 3Y 7Y 2.52% Hibernia Wealth Partners, LLC 2.48%

FAQ About Advisor Resource Council and BILS

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

How long has Advisor Resource Council reported owning BILS?

Advisor Resource Council reported BILS across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BILS position in Advisor Resource Council's portfolio?

The largest reported portfolio weight for BILS was 1.03% in 2025 Q4.

What is the latest reported BILS position on this page?

The most recent filing on this page is 2025 Q4, when Advisor Resource Council reported 29,100 shares, equal to 1.03% of portfolio, with an estimated market value of $2.9M.

What does the chart on this BILS ownership page compare?

The chart compares Advisor Resource Council's quarterly BILS 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 Advisor Resource Council time their BILS position?

Based on 13F filing dates vs. subsequent BILS price moves, Advisor Resource Council correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BILS relative to SPY over the holding period was -10.5%.

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