Ownership history in Tempus Wealth Planning, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 52,167 | -1,039 | -2.0% | 1.09% | $4.8M | $90.87 |
| 2025 Q3 | REDUCED | 53,206 | -4,233 | -7.4% | 1.12% | $4.9M | $89.99 |
| 2025 Q2 | ADDED | 57,439 | +1,834 | +3.3% | 1.31% | $5.3M | $89.04 |
| 2025 Q1 | REDUCED | 55,605 | -22,087 | -28.4% | 1.52% | $5.1M | $88.12 |
| 2024 Q4 | REDUCED | 77,692 | -3,615 | -4.4% | 2.17% | $7.1M | $87.25 |
| 2024 Q3 | REDUCED | 81,307 | -7,943 | -8.9% | 2.73% | $7.5M | $86.24 |
| 2024 Q2 | ADDED | 89,250 | +1,884 | +2.2% | 3.42% | $8.2M | $85.09 |
| 2024 Q1 | ADDED | 87,366 | +31,220 | +55.6% | 3.53% | $8.0M | $84.01 |
| 2023 Q4 | REDUCED | 56,146 | -258,199 | -82.1% | 2.25% | $5.1M | $82.94 |
| 2019 Q4 | INITIATED | 314,345 | — | — | 25.35% | $28.7M | $77.70 |
As of 2025 Q4 — sorted by position size