BIL — SPDR SER TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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
5.4% (2024 Q2)
Avg. % of fund
2.54%
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 37,563 -399 -1.1% 1.07% $3.4M $90.87
2025 Q3 REDUCED 37,962 -22,579 -37.3% 1.17% $3.5M $89.99
2025 Q2 REDUCED 60,541 -715 -1.2% 2.16% $5.6M $89.04
2025 Q1 ADDED 61,256 +34,262 +126.9% 2.78% $5.6M $88.12
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIL price (monthly, adj. close)

Other funds also holding BIL

As of 2025 Q4 — 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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