BIL SPDR SERIES TRUST SPDR BLOOMBERG ETF

Ownership history in Hedeker Wealth, LLC  ·  20 quarters on record

AI Ownership Summary

Hedeker Wealth, LLC reported SPDR SERIES TRUST SPDR BLOOMBERG ETF (BIL) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.59% in 2023 Q3. The latest visible filing shows BIL at 1.67% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hedeker Wealth, LLC's position in SPDR SERIES TRUST SPDR BLOOMBERG ETF, 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
2025 Q4

BIL was reported at 1.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.59% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Hedeker Wealth, LLC held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 87,038 +31,458 +56.6% 1.67% $8.0M 2026-02-14 (Est.) $91.27
2025 Q3 REDUCED 55,580 -21,420 -27.8% 1.06% $5.1M 2025-10-21 $90.18
2025 Q2 REDUCED 77,000 -7,268 -8.6% 1.65% $7.1M 2025-08-08 $89.47
2025 Q1 REDUCED 84,268 -943 -1.1% 2.08% $7.7M 2025-05-06 $88.49
2024 Q4 ADDED 85,211 +36,092 +73.5% 1.94% $7.8M 2025-01-27 $87.50
2024 Q3 REDUCED 49,119 -5,622 -10.3% 1.20% $4.5M 2024-10-25 $86.53
2024 Q2 REDUCED 54,741 -16,614 -23.3% 1.46% $5.0M 2024-07-19 $85.36
2024 Q1 ADDED 71,355 +2,401 +3.5% 1.89% $6.6M 2024-04-19 $84.27
2023 Q4 REDUCED 68,954 -12,167 -15.0% 1.99% $6.3M 2024-01-24 $83.21
2023 Q3 REDUCED 81,121 -31,923 -28.2% 2.59% $7.4M 2023-11-07 $82.29
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hedeker Wealth, 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 Hedeker Wealth, LLC reported owning BIL?

Hedeker Wealth, LLC reported BIL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BIL position in Hedeker Wealth, LLC's portfolio?

The largest reported portfolio weight for BIL was 2.59% in 2023 Q3.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q4, when Hedeker Wealth, LLC reported 87,038 shares, equal to 1.67% of portfolio, with an estimated market value of $8.0M.

What does the chart on this BIL ownership page compare?

The chart compares Hedeker Wealth, 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.

← Back to Hedeker Wealth, LLC Holdings