SEC 13F Intelligence

Momentum Wealth Planning, LLC / BIL

Momentum Wealth Planning, LLC’s Spdr Series Trust Position

Does Momentum Wealth Planning, LLC own Spdr Series Trust (BIL)? Yes — 34.2K shares worth $3M (+2.79% of its 13F portfolio) as of Q1 2026, up from 13.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
34.2K
% of Portfolio
+2.79%
Quarters Held
3
currently held

Position History BIL

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.2K$3M+2.79%
Q4 202513.9K$1M+0.99%
Q3 202522.9K$2M+1.64%

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