BIL SPDR SER TR

Ownership history in Mutual Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Mutual Advisors, 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
1.35% (2023 Q3)
Avg. % of fund
0.55%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 380,353 -65,775 -14.7% 0.74% $34.8M $90.87
2025 Q3 REDUCED 446,128 -44,449 -9.1% 0.90% $40.9M $89.99
2025 Q2 ADDED 490,577 +11,172 +2.3% 1.12% $45.0M $89.04
2025 Q1 ADDED 479,405 +229,325 +91.7% 1.26% $44.0M $88.12
2024 Q4 REDUCED 250,080 -1,156 -0.5% 0.66% $22.9M $87.25
2024 Q3 ADDED 251,236 +32,918 +15.1% 0.67% $23.0M $86.24
2024 Q2 REDUCED 218,318 -26,449 -10.8% 0.60% $20.0M $85.09
2024 Q1 REDUCED 244,767 -61,651 -20.1% 0.72% $22.5M $84.01
2023 Q4 REDUCED 306,418 -69,648 -18.5% 0.97% $28.0M $82.94
2023 Q3 ADDED 376,066 +115,863 +44.5% 1.35% $34.5M $81.85
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIL price (monthly, adj. close)
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