BIL — SPDR SERIES TRUST

Ownership history in Bison Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SPDR SERIES TRUST (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
2.0% (2024 Q4)
Avg. % of fund
0.49%
First filed
2019 Q4
Last filed
2024 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 99,276 -12,275 -11.0% 2.00% $9.1M $87.25
2024 Q3 ADDED 111,551 +39,338 +54.5% 1.63% $10.2M $86.24
2024 Q2 UNCHANGED 72,213 — 0% 1.08% $6.6M $85.09
2024 Q1 REDUCED 72,213 -3,945 -5.2% 1.08% $6.6M $84.01
13 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%
← Back to Bison Wealth, LLC Holdings