Ownership history in Capital Analysts, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * SPDR SERIES TRUST (CWB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 100 | — | 0% | 0.00% | $9K | $89.77 |
| 2025 Q2 | UNCHANGED | 100 | — | 0% | 0.00% | $8K | $81.65 |
| 2025 Q1 | UNCHANGED | 100 | — | 0% | 0.00% | $8K | $75.30 |
| 2024 Q4 | UNCHANGED | 100 | — | 0% | 0.00% | $8K | $76.31 |
| 2024 Q3 | REDUCED | 100 | -22,384 | -99.6% | 0.00% | $8K | $74.47 |
| 2024 Q2 | ADDED | 22,484 | +747 | +3.4% | 0.07% | $1.6M | $69.76 |
| 2024 Q1 | ADDED | 21,737 | +455 | +2.1% | 0.07% | $1.6M | $70.40 |
| 2023 Q4 | ADDED | 21,282 | +546 | +2.6% | 0.08% | $1.5M | $69.33 |
| 2023 Q3 | ADDED | 20,736 | +17,584 | +557.9% | 0.08% | $1.4M | $64.60 |
| 2023 Q2 | ADDED | 3,152 | +14 | +0.4% | 0.01% | $220K | $66.34 |
As of 2025 Q4 — sorted by position size