Iron Gate Global Advisors LLC BIL β€” SPDR SER TR

Ownership history in Iron Gate Global Advisors LLC  Β·  5 quarters on record

AI Ownership Summary

Iron Gate Global Advisors LLC reported SPDR SER TR (BIL) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows BIL at 0.02% 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 Iron Gate Global Advisors 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
2025 Q3

BIL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q3

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 2025 Q3

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 Iron Gate Global Advisors LLC held BIL β€” position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 2,221 β€” 0% 0.02% $204K 2025-11-14 $90.18
2025 Q2 REDUCED 49.2% +1.1% ❌ 2,221 -2,150 -49.2% 0.02% $204K 2025-08-14 $89.25
2025 Q1 REDUCED 16.1% +1.0% ❌ 4,371 -836 -16.1% 0.06% $401K 2025-05-15 $88.31
2024 Q4 REDUCED 85.1% +1.0% ❌ 5,207 -29,756 -85.1% 0.07% $476K 2025-02-13 $87.42
2024 Q3 INITIATED β€” β€” β€” 34,963 β€” β€” 0.50% $3.2M 2024-11-14 $86.48

FAQ About Iron Gate Global Advisors 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 Iron Gate Global Advisors LLC reported owning BIL?

Iron Gate Global Advisors LLC reported BIL across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BIL position in Iron Gate Global Advisors LLC's portfolio?

The largest reported portfolio weight for BIL was 0.50% in 2024 Q3.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q3, when Iron Gate Global Advisors LLC reported 2,221 shares, equal to 0.02% of portfolio, with an estimated market value of $204K.

What does the chart on this BIL ownership page compare?

The chart compares Iron Gate Global Advisors 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 Iron Gate Global Advisors LLC time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Iron Gate Global Advisors LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BIL relative to SPY over the holding period was -10.1%.

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