SEC 13F Intelligence

Piershale Financial Group, Inc. / BIL

Piershale Financial Group, Inc.’s Spdr Series Trust Position

Does Piershale Financial Group, Inc. own Spdr Series Trust (BIL)? Yes — 981.1K shares worth $90M (+57.40% of its 13F portfolio) as of Q2 2023, down from 1.28M shares the prior filed quarter.

Position Value
$90M
Q2 2023
Shares
981.1K
% of Portfolio
+57.40%
Quarters Held
7
currently held

Position History BIL

Reported value by quarter
Q1 ’20: $81MQ1 ’20Q1 ’22: $106MQ1 ’22Q2 ’22: $105MQ2 ’22Q3 ’22: $92MQ3 ’22Q4 ’22: $112MQ4 ’22Q1 ’23: $118MQ1 ’23Q2 ’23: $90MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023981.1K$90M+57.40%
Q1 20231.28M$118M+92.75%
Q4 20221.22M$112M+92.46%
Q3 20221.00M$92M+68.99%
Q2 20221.15M$105M+96.67%
Q1 20221.16M$106M+96.01%
Q1 2020884.4K$81M+97.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Piershale Financial Group, Inc.’s full portfolio or all institutional holders of BIL.