Ownership history in CW Advisors, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB). 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 Q1 | ADDED | 35,877 | +83 | +0.2% | 0.01% | $916K | $24.55 |
| 2024 Q4 | ADDED | 35,794 | +5,753 | +19.2% | 0.01% | $894K | $23.86 |
| 2024 Q3 | REDUCED | 30,041 | -4,550 | -13.2% | 0.01% | $785K | $24.64 |
| 2024 Q2 | ADDED | 34,591 | +66 | +0.2% | 0.01% | $868K | $23.42 |
| 2024 Q1 | REDUCED | 34,525 | -17,130 | -33.2% | 0.02% | $873K | $23.38 |
| 2023 Q4 | ADDED | 51,655 | +17,555 | +51.5% | 0.02% | $1.3M | $23.56 |
| 2023 Q3 | ADDED | 34,100 | +16,271 | +91.3% | 0.02% | $830K | $22.09 |
| 2023 Q2 | ADDED | 17,829 | +3,129 | +21.3% | 0.01% | $452K | $22.83 |
| 2023 Q1 | REDUCED | 14,700 | -3,487 | -19.2% | 0.01% | $379K | $23.03 |
| 2022 Q4 | REDUCED | 18,187 | -2,980 | -14.1% | 0.01% | $457K | $22.32 |
As of 2025 Q4 — sorted by position size