BIL — SPDR SER TR

Ownership history in Axim Planning & Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Axim Planning & Wealth 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.

Peak position
1.69% (2025 Q4)
Avg. % of fund
0.91%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,572 +7,816 +80.1% 1.69% $1.6M $90.87
2025 Q3 ADDED 9,756 +6,624 +211.5% 0.71% $895K $89.99
2024 Q2 INITIATED 3,132 — — 0.34% $287K —
% of Fund (quarterly)    BIL price (monthly, adj. close)

Other funds also holding BIL

As of 2025 Q4 — sorted by position size

Valence8 US LP 3Y 22.59% Savior LLC 3Y 20.62% Ebert Capital Management Inc. 20.55% Second Half Financial Partners, LLC 3Y 19.04% Sound Portfolio Advisors, LLC 18.37% Dean, Jacobson Financial Services, LLC 3Y 15.84% Twin Lakes Capital Management, LLC 3Y 15.21% Hibernia Wealth Partners, LLC 14.25% UDINE WEALTH MANAGEMENT, INC. 3Y 13.7% Impact Partnership Wealth, LLC 13.64%
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