Ownership history in Certified Advisory Corp · 28 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in SPDR S&P WORLD EX-US (SPDW). 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 Q4 | REDUCED | 284,641 | -47,398 | -14.3% | 1.15% | $12.6M | $44.41 |
| 2025 Q3 | ADDED | 332,039 | +516 | +0.2% | 1.35% | $14.2M | $42.03 |
| 2025 Q2 | REDUCED | 331,523 | -10,645 | -3.1% | 1.40% | $13.4M | $39.77 |
| 2025 Q1 | REDUCED | 342,168 | -25,969 | -7.1% | 1.41% | $12.5M | $35.16 |
| 2024 Q4 | ADDED | 368,137 | +3,015 | +0.8% | 1.36% | $12.6M | $32.96 |
| 2024 Q3 | ADDED | 365,122 | +218,972 | +149.8% | 1.52% | $13.7M | $35.77 |
| 2024 Q2 | ADDED | 146,150 | +1,583 | +1.1% | 0.64% | $5.1M | $33.41 |
| 2024 Q1 | ADDED | 144,567 | +5,027 | +3.6% | 0.72% | $5.2M | $33.54 |
| 2023 Q4 | ADDED | 139,540 | +16,021 | +13.0% | 0.72% | $4.7M | $31.83 |
| 2023 Q1 | REDUCED | 123,519 | -4,075 | -3.2% | 0.71% | $4.0M | $29.23 |
As of 2025 Q4 — sorted by position size