BIL — SPDR SER TR

Ownership history in Dynamic Advisor Solutions LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC 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
2.48% (2019 Q1)
Avg. % of fund
0.6%
First filed
2018 Q3
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,095 -24,108 -88.6% 0.01% $284K $89.99
2025 Q2 REDUCED 27,203 -1,925 -6.6% 0.08% $2.5M $89.04
2025 Q1 REDUCED 29,128 -11,997 -29.2% 0.09% $2.7M $88.12
2024 Q3 REDUCED 41,125 -17,744 -30.1% 0.11% $3.8M $86.24
16 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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