BIL — SPDR SER TR

Ownership history in Values First Advisors, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. 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
1.91% (2025 Q4)
Avg. % of fund
1.05%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,336 +2,489 +6.6% 1.91% $3.7M $90.87
2025 Q3 ADDED 37,847 +21,018 +124.9% 1.86% $3.5M $89.99
2025 Q2 REDUCED 16,829 -155 -0.9% 0.84% $1.5M $89.04
2025 Q1 REDUCED 16,984 -962 -5.4% 0.91% $1.6M $88.12
10 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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