Ownership history in Apriem Advisors · 10 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in SPDR SER TR (BIL). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 437,425 | +25,154 | +6.1% | 3.67% | $40.0M | $90.87 |
| 2025 Q3 | ADDED | 412,271 | +124,583 | +43.3% | 3.58% | $37.8M | $89.99 |
| 2025 Q2 | ADDED | 287,688 | +58,084 | +25.3% | 2.81% | $26.4M | $89.04 |
| 2025 Q1 | ADDED | 229,604 | +40,129 | +21.2% | 2.47% | $21.1M | $88.12 |
| 2024 Q4 | ADDED | 189,475 | +38,259 | +25.3% | 1.98% | $17.3M | $87.25 |
| 2024 Q3 | REDUCED | 151,216 | -231,203 | -60.5% | 1.62% | $13.9M | $86.24 |
| 2024 Q2 | ADDED | 382,419 | +2,837 | +0.7% | 4.30% | $35.1M | $85.09 |
| 2024 Q1 | ADDED | 379,582 | +8,344 | +2.2% | 4.38% | $34.8M | $84.01 |
| 2023 Q4 | ADDED | 371,238 | +13,053 | +3.6% | 4.53% | $33.9M | $82.94 |
| 2023 Q3 | INITIATED | 358,185 | — | — | 4.82% | $32.9M | — |
As of 2025 Q4 — sorted by position size