Curran Financial Partners, LLC BIL — SPDR SER TR

Ownership history in Curran Financial Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Curran Financial Partners, LLC reported SPDR SER TR (BIL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 4.48% in 2024 Q4. The latest visible filing shows BIL at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curran Financial Partners, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BIL was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.48% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIL stock page Curran Financial Partners, LLC fund profile Curran Financial Partners, LLC full holdings
How Curran Financial Partners, LLC held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 116,134 -27,484 -19.1% 1.91% $10.6M 2026-04-15 $91.51
2025 Q4 REDUCED 8.2% +0.9% ❌ 143,618 -12,788 -8.2% 2.49% $13.1M 2026-01-22 $90.78
2025 Q3 REDUCED 18.0% +0.9% ❌ 156,406 -34,294 -18.0% 2.84% $14.4M 2025-10-16 $89.88
2025 Q2 REDUCED — — — 190,700 -4,208 -2.2% 3.87% $17.5M 2025-07-21 $89.01
2025 Q1 ADDED — — — 194,908 +8,424 +4.5% 4.39% $17.9M 2025-04-21 $88.09
2024 Q4 ADDED — — — 186,484 +30,622 +19.6% 4.48% $17.1M 2025-01-22 $87.20
2024 Q3 INITIATED — — — 155,862 — — 4.06% $14.3M 2024-10-16 $86.16

🏢 Other funds also holding BIL

As of 2026 Q1 — sorted by position size

Savior LLC 3Y 33.48% St. Louis Financial Planners Asset Management, LLC 3Y 29.16% Ramiah Investment Group 23.0% Ebert Capital Management Inc. 20.24% UDINE WEALTH MANAGEMENT, INC. 3Y 14.68% HAMILTON CAPITAL PARTNERS, LLC 14.49% J2 Capital Management Inc 3Y 11.83% Hippocratic Financial Advisors, LLC 10.91% HighRoad Wealth Advisors, LLC 10.5% Spartan Planning & Wealth Management 3Y 10.11%

FAQ About Curran Financial Partners, LLC and BIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curran Financial Partners, LLC reported owning BIL?

Curran Financial Partners, LLC reported BIL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BIL position in Curran Financial Partners, LLC's portfolio?

The largest reported portfolio weight for BIL was 4.48% in 2024 Q4.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2026 Q1, when Curran Financial Partners, LLC reported 116,134 shares, equal to 1.91% of portfolio, with an estimated market value of $10.6M.

What does the chart on this BIL ownership page compare?

The chart compares Curran Financial Partners, LLC's quarterly BIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Curran Financial Partners, LLC time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Curran Financial Partners, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on BIL relative to SPY over the holding period was -12.0%.

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