BILS SPDR SER TR

Ownership history in NDWM LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which NDWM LLC reported a position in SPDR SER TR (BILS). 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
17.61% (2023 Q4)
Avg. % of fund
13.79%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 139,858 -3,366 -2.4% 9.18% $13.9M $98.65
2025 Q3 ADDED 143,224 +3,145 +2.2% 9.67% $14.3M $97.66
2025 Q2 REDUCED 140,079 -27,757 -16.5% 10.20% $13.9M $96.57
2025 Q1 ADDED 167,836 +2,788 +1.7% 16.32% $16.7M $95.63
2024 Q4 REDUCED 165,048 -19,379 -10.5% 13.68% $16.4M $94.64
2024 Q3 ADDED 184,427 +6,472 +3.6% 15.14% $18.4M $93.59
2024 Q2 REDUCED 177,955 -5,497 -3.0% 15.67% $17.7M $92.19
2024 Q1 REDUCED 183,452 -1,237 -0.7% 16.61% $18.2M $91.05
2023 Q4 INITIATED 184,689 17.61% $18.3M
% of Fund (quarterly)    BILS price (monthly, adj. close)
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