Latitude Advisors, LLC BIL — SPDR SER TR

Ownership history in Latitude Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Latitude Advisors, LLC reported SPDR SER TR (BIL) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.29% in 2024 Q4. The latest visible filing shows BIL at 0.47% 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 Latitude 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
2026 Q1

BIL was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% 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
2023 Q4 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 Latitude Advisors, LLC fund profile Latitude Advisors, LLC full holdings
How Latitude Advisors, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,292 +8,975 +387.4% 0.47% $1.0M 2026-04-27 $91.35
2025 Q4 REDUCED 20.8% +0.8% ❌ 2,317 -608 -20.8% 0.09% $212K 2026-01-27 $90.55
2025 Q3 REDUCED 9.8% +1.0% ❌ 2,925 -318 -9.8% 0.12% $268K 2025-10-31 $89.78
2025 Q2 ADDED — — — 3,243 +60 +1.9% 0.15% $297K 2025-07-29 $88.82
2025 Q1 REDUCED 87.3% +1.0% ❌ 3,183 -21,809 -87.3% 0.17% $292K 2025-04-28 $87.90
2024 Q4 ADDED — — — 24,992 +22,655 +969.4% 1.29% $2.3M 2025-01-29 $87.00
2024 Q3 ADDED — — — 2,337 +5 +0.2% 0.12% $215K 2024-10-29 $86.04
2024 Q2 ADDED — — — 2,332 +71 +3.1% 0.13% $214K 2024-07-26 $84.95
2024 Q1 REDUCED 29.0% +1.3% ❌ 2,261 -923 -29.0% 0.13% $208K 2024-04-25 $83.85
2023 Q4 REDUCED 92.7% +1.3% ❌ 3,184 -40,194 -92.7% 0.20% $291K 2024-01-30 $82.80
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BIL

As of 2026 Q1 — sorted by position size

Savior LLC 3Y 33.48% Counterpoint Mutual Funds LLC 3Y 30.36% St. Louis Financial Planners Asset Management, LLC 3Y 29.16% North Capital, Inc. 28.74% Ramiah Investment Group 23.0% Ebert Capital Management Inc. 20.24% Howard Capital Management Inc. 3Y 7Y 19.13% Pacific Point Advisors, LLC 18.72% Sound Portfolio Advisors, LLC 18.13% UDINE WEALTH MANAGEMENT, INC. 3Y 14.68%

FAQ About Latitude 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 Latitude Advisors, LLC reported owning BIL?

Latitude Advisors, LLC reported BIL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BIL position in Latitude Advisors, LLC's portfolio?

The largest reported portfolio weight for BIL was 1.29% in 2024 Q4.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2026 Q1, when Latitude Advisors, LLC reported 11,292 shares, equal to 0.47% of portfolio, with an estimated market value of $1.0M.

What does the chart on this BIL ownership page compare?

The chart compares Latitude 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 Latitude Advisors, LLC time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Latitude Advisors, LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on BIL relative to SPY over the holding period was -14.0%.

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