Ameritas Advisory Services, LLC BIL — SPDR SER TR

Ownership history in Ameritas Advisory Services, LLC  ·  15 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported SPDR SER TR (BIL) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.62% in 2023 Q4. The latest visible filing shows BIL at 0.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC'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

BIL was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.62% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

BIL stock page Ameritas Advisory Services, LLC fund profile Ameritas Advisory Services, LLC full holdings
How Ameritas Advisory Services, LLC held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44.7% +0.8% ❌ 101,280 -81,809 -44.7% 0.35% $9.3M 2026-02-14 (Est.) $90.74
2025 Q3 ADDED — — — 183,089 +134,585 +277.5% 1.10% $16.8M 2025-11-06 $89.82
2025 Q2 REDUCED 52.5% +1.1% ❌ 48,504 -53,643 -52.5% 0.23% $4.4M 2025-07-21 $88.75
2025 Q1 REDUCED 12.8% +1.0% ❌ 102,147 -14,955 -12.8% 0.38% $9.4M 2025-04-25 $87.89
2024 Q4 ADDED — — — 117,102 +36,957 +46.1% 0.37% $10.7M 2025-01-15 $86.88
2024 Q3 ADDED — — — 80,145 +3,567 +4.7% 0.32% $7.4M 2024-10-30 $86.05
2024 Q2 REDUCED 7.9% +1.3% ❌ 76,578 -6,577 -7.9% 0.26% $7.0M 2024-07-29 $84.95
2024 Q1 REDUCED 90.9% +1.3% ❌ 83,155 -834,490 -90.9% 0.31% $7.6M 2024-05-14 $84.05
2023 Q4 ADDED — — — 917,645 +859,333 +1473.7% 4.62% $83.9M 2024-02-14 $82.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIL

As of 2026 Q1 — 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% North Capital, Inc. 28.74% 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%

FAQ About Ameritas Advisory Services, LLC and BIL

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

How long has Ameritas Advisory Services, LLC reported owning BIL?

Ameritas Advisory Services, LLC reported BIL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIL position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for BIL was 4.62% in 2023 Q4.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q4, when Ameritas Advisory Services, LLC reported 101,280 shares, equal to 0.35% of portfolio, with an estimated market value of $9.3M.

What does the chart on this BIL ownership page compare?

The chart compares Ameritas Advisory Services, LLC'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 Ameritas Advisory Services, LLC time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Ameritas Advisory Services, LLC correctly timed 8 out of 14 reported position changes (57%).

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