SEC 13F Intelligence

Heritage Wealth Partners, LLC / BIL

Heritage Wealth Partners, LLC’s Spdr Series Trust Position

Does Heritage Wealth Partners, LLC own Spdr Series Trust (BIL)? Yes — 16.4K shares worth $2M (+2.29% of its 13F portfolio) as of Q1 2025, down from 17.9K shares the prior filed quarter.

Position Value
$2M
Q1 2025
Shares
16.4K
% of Portfolio
+2.29%
Quarters Held
10
currently held

Position History BIL

Reported value by quarter
Q4 ’22: $657,000Q4 ’22Q1 ’23: $931,973Q2 ’23: $4MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202516.4K$2M+2.29%
Q4 202417.9K$2M+2.06%
Q3 202429.8K$3M+3.21%
Q2 202419.4K$2M+2.58%
Q1 202422.5K$2M+4.19%
Q4 202322.5K$2M+4.19%
Q3 202325.9K$2M+5.06%
Q2 202343.6K$4M+2.36%
Q1 202310.2K$931,973+0.74%
Q4 20227.2K$657,000+0.60%

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