SPAB β€” SPDR SERIES TRUST

Ownership history in CWC Advisors, LLC.  Β·  1 quarter on record

AI Ownership Summary

CWC Advisors, LLC. reported SPDR SERIES TRUST (SPAB) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 2.31% in 2026 Q1. The latest visible filing shows SPAB at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWC Advisors, LLC.'s position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPAB was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.31% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CWC Advisors, LLC. held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 189,057 β€” β€” 2.31% $4.8M 2026-04-16 $25.66

FAQ About CWC Advisors, LLC. and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CWC Advisors, LLC. reported owning SPAB?

CWC Advisors, LLC. reported SPAB across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SPAB position in CWC Advisors, LLC.'s portfolio?

The largest reported portfolio weight for SPAB was 2.31% in 2026 Q1.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2026 Q1, when CWC Advisors, LLC. reported 189,057 shares, equal to 2.31% of portfolio, with an estimated market value of $4.8M.

What does the chart on this SPAB ownership page compare?

The chart compares CWC Advisors, LLC.'s quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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