BIL β€” SPDR SER TR

Ownership history in Turning Point Benefit Group, Inc.  Β·  5 quarters on record

AI Ownership Summary

Turning Point Benefit Group, Inc. reported SPDR SER TR (BIL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 31.59% in 2024 Q4. The latest visible filing shows BIL at 13.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Turning Point Benefit Group, Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIL was reported at 13.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
31.59% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Turning Point Benefit Group, Inc. held BIL β€” position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 273,683 -19,900 -6.8% 13.06% $25.0M 2026-02-14 (Est.) $91.00
2025 Q3 REDUCED 293,583 -51,786 -15.0% 16.20% $26.9M 2025-11-17 $90.18
2025 Q2 REDUCED 345,369 -22,504 -6.1% 23.99% $31.7M 2025-07-31 $89.10
2025 Q1 ADDED 367,873 +4,524 +1.2% 31.47% $33.7M 2025-05-12 $88.29
2024 Q4 INITIATED 363,349 β€” β€” 31.59% $33.2M 2025-02-03 $87.32

FAQ About Turning Point Benefit Group, Inc. and BIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Turning Point Benefit Group, Inc. reported owning BIL?

Turning Point Benefit Group, Inc. reported BIL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BIL position in Turning Point Benefit Group, Inc.'s portfolio?

The largest reported portfolio weight for BIL was 31.59% in 2024 Q4.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2025 Q4, when Turning Point Benefit Group, Inc. reported 273,683 shares, equal to 13.06% of portfolio, with an estimated market value of $25.0M.

What does the chart on this BIL ownership page compare?

The chart compares Turning Point Benefit Group, Inc.'s quarterly BIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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