Ausdal Financial Partners, Inc. BIL SPDR SER TR

Ownership history in Ausdal Financial Partners, Inc.  ·  14 quarters on record

AI Ownership Summary

Ausdal Financial Partners, Inc. reported SPDR SER TR (BIL) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.03% in 2025 Q1. The latest visible filing shows BIL at 1.36% 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 Ausdal Financial Partners, 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
2025 Q4

BIL was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2025 Q1

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.

How Ausdal Financial Partners, Inc. 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 320,473 -11,727 -3.5% 1.36% $29.3M 2026-02-14 (Est.) $91.00
2025 Q3 ADDED 332,200 +18,298 +5.8% 1.48% $30.5M 2025-11-14 $90.18
2025 Q2 ADDED 313,902 +20,859 +7.1% 1.92% $28.8M 2025-08-14 $89.25
2025 Q1 ADDED 293,043 +268,743 +1105.9% 2.03% $26.9M 2025-05-15 $88.31
2024 Q4 REDUCED 88.2% +1.0% 24,300 -181,826 -88.2% 0.19% $2.2M 2025-02-12 $87.40
2024 Q3 ADDED 206,126 +53,380 +34.9% 1.97% $18.9M 2024-10-04 $86.05
2024 Q2 ADDED 152,746 +13,358 +9.6% 1.50% $14.0M 2024-08-06 $85.32
2024 Q1 ADDED 139,388 +6,432 +4.8% 1.49% $12.8M 2024-04-12 $83.93
2023 Q4 ADDED 132,956 +124,253 +1427.7% 1.50% $12.2M 2024-01-11 $82.85
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ausdal Financial Partners, 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 Ausdal Financial Partners, Inc. reported owning BIL?

Ausdal Financial Partners, Inc. reported BIL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BIL position in Ausdal Financial Partners, Inc.'s portfolio?

The largest reported portfolio weight for BIL was 2.03% in 2025 Q1.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q4, when Ausdal Financial Partners, Inc. reported 320,473 shares, equal to 1.36% of portfolio, with an estimated market value of $29.3M.

What does the chart on this BIL ownership page compare?

The chart compares Ausdal Financial Partners, 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 Ausdal Financial Partners, Inc. time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Ausdal Financial Partners, Inc. correctly timed 10 out of 13 reported position changes (77%). The annualised alpha on BIL relative to SPY over the holding period was -16.7%.

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