SEC 13F Intelligence

Lionsbridge Wealth Management LLC / BIL

Lionsbridge Wealth Management LLC’s Spdr Series Trust Position

Does Lionsbridge Wealth Management LLC own Spdr Series Trust (BIL)? Yes141.8K shares worth $13M (+13.06% of its 13F portfolio) as of Q1 2026, up from 14.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
141.8K
% of Portfolio
+13.06%
Quarters Held
13
currently held

Position History BIL

Reported value by quarter
Q4 ’19: $4,000Q4 ’19Q1 ’20: $29MQ1 ’22: $910,000Q1 ’22Q3 ’22: $17MQ4 ’22: $16MQ4 ’22Q1 ’23: $8MQ2 ’23: $4MQ2 ’23Q3 ’23: $12MQ4 ’23: $4MQ4 ’23Q4 ’24: $5MQ1 ’25: $8MQ1 ’25Q3 ’25: $1MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.8K$13M+13.06%
Q3 202514.0K$1M+1.26%
Q1 202592.4K$8M+7.52%
Q4 202457.1K$5M+4.38%
Q4 202347.5K$4M+3.47%
Q3 2023129.0K$12M+11.22%
Q2 202344.9K$4M+3.69%
Q1 202386.1K$8M+7.30%
Q4 2022178.7K$16M+15.93%
Q3 2022186.7K$17M+19.74%
Q1 202210.0K$910,000+1.05%
Q1 2020318.1K$29M+34.87%
Q4 201947$4,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of BIL.