BIL — SPDR SER TR

Ownership history in CENTAURUS FINANCIAL, INC.  ·  19 quarters on record

This page tracks every 13F SEC filing in which CENTAURUS FINANCIAL, INC. 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
3.78% (2023 Q4)
Avg. % of fund
1.6%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 348,967 +6,876 +2.0% 1.46% $31.9M $90.87
2025 Q3 ADDED 342,091 +2,963 +0.9% 1.47% $31.4M $89.99
2025 Q2 REDUCED 339,128 -40,657 -10.7% 1.82% $31.1M $89.04
2025 Q1 REDUCED 379,785 -9,620 -2.5% 2.11% $34.8M $88.12
15 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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