Turning Point Benefit Group, Inc. BIL — SPDR SER TR

Ownership history in Turning Point Benefit Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Turning Point Benefit Group, Inc. reported SPDR SER TR (BIL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 31.59% in 2024 Q4. The latest visible filing shows BIL at 23.64% 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
2026 Q1

BIL was reported at 23.64% 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 2026 Q1

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.

BIL stock page Turning Point Benefit Group, Inc. fund profile Turning Point Benefit Group, Inc. full holdings
How Turning Point Benefit Group, Inc. held BIL — position size vs. price
% of Fund (quarterly)    BIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 405,871 +132,188 +48.3% 23.64% $37.1M 2026-05-12 $91.49
2025 Q4 REDUCED 6.8% +0.8% ❌ 273,683 -19,900 -6.8% 13.06% $25.0M 2026-01-30 $90.60
2025 Q3 REDUCED 15.0% +1.0% ❌ 293,583 -51,786 -15.0% 16.20% $26.9M 2025-11-17 $89.92
2025 Q2 REDUCED 6.1% +1.1% ❌ 345,369 -22,504 -6.1% 23.99% $31.7M 2025-07-31 $88.84
2025 Q1 ADDED — — — 367,873 +4,524 +1.2% 31.47% $33.7M 2025-05-12 $88.03
2024 Q4 INITIATED — — — 363,349 — — 31.59% $33.2M 2025-02-03 $87.07

🏢 Other funds also holding BIL

As of 2026 Q1 — sorted by position size

BTS Asset Management, Inc. 3Y 7Y 49.59% 3EDGE Asset Management, LP 3Y 7Y 34.51% Savior LLC 3Y 33.48% Counterpoint Mutual Funds LLC 3Y 30.36% ALETHEA CAPITAL MANAGEMENT, LLC 3Y 7Y 30.09% St. Louis Financial Planners Asset Management, LLC 3Y 29.16% North Capital, Inc. 28.74% Ramiah Investment Group 23.0% Valence8 US LP 3Y 21.09% Ebert Capital Management Inc. 20.24%

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 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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 2026 Q1, when Turning Point Benefit Group, Inc. reported 405,871 shares, equal to 23.64% of portfolio, with an estimated market value of $37.1M.

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.

How well did Turning Point Benefit Group, Inc. time their BIL position?

Based on 13F filing dates vs. subsequent BIL price moves, Turning Point Benefit Group, Inc. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on BIL relative to SPY over the holding period was -13.0%.

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