SEC 13F Intelligence

Lokken Investment Group LLC / BIL

Lokken Investment Group LLC’s Spdr Series Trust Position

Does Lokken Investment Group LLC own Spdr Series Trust (BIL)? Yes — 36.5K shares worth $3M (+1.15% of its 13F portfolio) as of Q3 2025, up from 33.7K shares the prior filed quarter.

Position Value
$3M
Q3 2025
Shares
36.5K
% of Portfolio
+1.15%
Quarters Held
7
currently held

Position History BIL

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202536.5K$3M+1.15%
Q2 202533.7K$3M+1.19%
Q1 202529.9K$3M+1.16%
Q4 202426.4K$2M+1.04%
Q3 202426.1K$2M+1.00%
Q2 202425.5K$2M+1.10%
Q1 202426.1K$2M+1.19%

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