SEC 13F Intelligence

Axim Planning & Wealth / BIL

Axim Planning & Wealth’s Spdr Series Trust Position

Does Axim Planning & Wealth own Spdr Series Trust (BIL)? Yes — 25.3K shares worth $2M (+2.81% of its 13F portfolio) as of Q1 2026, up from 17.6K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
25.3K
% of Portfolio
+2.81%
Quarters Held
4
currently held

Position History BIL

Reported value by quarter
Q2 ’24: $287,455Q2 ’24Q3 ’25: $895,113Q3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.3K$2M+2.81%
Q4 202517.6K$2M+1.69%
Q3 20259.8K$895,113+0.71%
Q2 20243.1K$287,455+0.34%

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