Ownership history in Collaborative Wealth Managment Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in SPDR INDEX SHS FDS (SPDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Collaborative Wealth Managment Inc. underperformed the S&P 500 by β2.1% annually on this SPDW position. Timing score: 56% (9/16 decisions correct). Average cost basis: $34.21. Maximum drawdown during holding period: β27.8%.
β οΈ Trailed SPY by 2.1% ann. on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 16 add/trim decisions correct
Best entry: $23.21 (2022 Q3) Β· Worst: $44.41 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 1 trim. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Collaborative Wealth Managment Inc. has been actively increasing its SPDW allocation β a bullish signal from insiders.
Currently 3.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size