BILS SPDR SER TR

Ownership history in Caitlin John, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, LLC reported a position in SPDR SER TR (BILS). 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
4.34% (2025 Q2)
Avg. % of fund
2.37%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,395 -17,079 -36.0% 1.97% $3.0M $98.65
2025 Q3 REDUCED 47,474 -432 -0.9% 3.29% $4.7M $97.66
2025 Q2 ADDED 47,906 +9,601 +25.1% 4.34% $4.8M $96.57
2025 Q1 ADDED 38,305 +18,642 +94.8% 3.74% $3.8M $95.63
2024 Q4 REDUCED 19,663 -2,098 -9.6% 1.29% $1.9M $94.64
2024 Q3 ADDED 21,761 +14,410 +196.0% 1.35% $2.2M $93.59
2023 Q4 INITIATED 7,351 0.59% $729K
% of Fund (quarterly)    BILS price (monthly, adj. close)
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