BIL β€” SPDR SERIES TRUST

Ownership history in MRWM Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which MRWM Advisors, LLC reported a position in SPDR SERIES TRUST (BIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.95% (2025 Q4)
πŸ“Š Avg. % of fund
2.62%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

MRWM Advisors, LLC Γ— BIL AI Analytics

πŸ“‰ MRWM Advisors, LLC underperformed the S&P 500 by –17.5% annually on this BIL position. Average cost basis: $89.52. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-17.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 17.5% ann.
2 quarters analyzed

πŸ’° Entry Quality
$89.52
+1.5% vs current ($90.87)

Best entry: $89.04 (2025 Q2)  Β·  Worst: $90.87 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ MRWM Advisors, LLC has been actively increasing its BIL allocation β€” a bullish signal from insiders.
Currently 2.95% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BIL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 60,169 +16,081 +36.5% 2.95% $5.5M $90.87
2025 Q3 REDUCED 44,088 -1,412 -3.1% 2.30% $4.0M $89.99
2025 Q2 INITIATED 45,500 β€” β€” 2.61% $4.2M $89.04

🏒 Other funds also holding BIL

As of 2025 Q4 β€” 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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