RWR — SPDR SER TR

Ownership history in Caitlin John, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, LLC reported a position in SPDR SER TR (RWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 142 +102 +255.0% 0.01% $14K $99.07
2023 Q4 INITIATED 40 — — 0.00% $4K —
% of Fund (quarterly)    RWR price (monthly, adj. close)

Other funds also holding RWR

As of 2025 Q4 — sorted by position size

MASON STREET ADVISORS, LLC 3Y 7Y 3.54% PATTON FUND MANAGEMENT, INC. 3Y 1.56% Smallwood Wealth Investment Management, LLC 3Y 0.94% Adams Wealth Management 3Y 0.77% CacheTech Inc. 0.67% DT Investment Partners, LLC 3Y 7Y 0.58% Destiny Capital Corp/CO 3Y 0.55% CAMELOT TECHNOLOGY ADVISORS, INC. 0.49% Omega Financial Group, LLC 3Y 7Y 0.47% Atlas Brown,Inc. 3Y 7Y 0.36%
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