BIL — SPDR SER TR

Ownership history in BEACON FINANCIAL GROUP  ·  31 quarters on record

This page tracks every 13F SEC filing in which BEACON FINANCIAL GROUP 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
25.75% (2019 Q4)
Avg. % of fund
3.85%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 228,322 -19,769 -8.0% 2.06% $20.9M $89.99
2025 Q2 REDUCED 248,091 -29,376 -10.6% 2.37% $22.8M $89.04
2025 Q1 ADDED 277,467 +2,868 +1.0% 2.78% $25.5M $88.12
2024 Q4 ADDED 274,599 +16,687 +6.5% 2.70% $25.1M $87.25
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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