BILS — SPDR SER TR

Ownership history in Donor Advised Charitable Giving, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. 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
4.54% (2024 Q1)
Avg. % of fund
0.56%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,734 +68 +0.9% 0.02% $770K $97.66
2025 Q2 REDUCED 7,666 -8,017 -51.1% 0.02% $762K $96.57
2025 Q1 REDUCED 15,683 -8,556 -35.3% 0.05% $1.6M $95.63
2024 Q4 REDUCED 24,239 -1,154 -4.5% 0.05% $2.4M $94.64
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BILS price (monthly, adj. close)

Other funds also holding BILS

As of 2025 Q4 — sorted by position size

PECAUT & CO. 3Y 7Y 14.77% DBK Financial Counsel, LLC 3Y 11.64% Miller Investment Management, LP 3Y 7Y 9.78% SoundView Advisors Inc. 9.56% NDWM LLC 9.18% Delos Wealth Advisors, LLC 3Y 7.84% Horizon Family Wealth, Inc. 3Y 7.71% Birchcreek Wealth Management, LLC 3Y 7.66% PROMETHIUM ADVISORS,LLC 7.54% Anson Capital, Inc. 3Y 7.08%
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