Ownership history in Upper Left Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Upper Left Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 52,125 | +4,102 | +8.5% | 2.90% | $4.8M | $90.87 |
| 2025 Q3 | ADDED | 48,023 | +3,077 | +6.8% | 2.77% | $4.4M | $89.99 |
| 2025 Q2 | ADDED | 44,946 | +846 | +1.9% | 2.75% | $4.1M | $89.04 |
| 2025 Q1 | ADDED | 44,100 | +8,854 | +25.1% | 2.90% | $4.0M | $88.12 |
| 2024 Q4 | ADDED | 35,246 | +101 | +0.3% | 2.76% | $3.2M | $87.25 |
| 2024 Q3 | REDUCED | 35,145 | -11,141 | -24.1% | 2.82% | $3.2M | $86.24 |
| 2024 Q2 | REDUCED | 46,286 | -535 | -1.1% | 3.84% | $4.2M | $85.09 |
| 2024 Q1 | INITIATED | 46,821 | — | — | 3.98% | $4.3M | — |
As of 2025 Q4 — sorted by position size