RWR β€” SPDR SER TR

Ownership history in Destiny Capital Corp/CO  Β·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported SPDR SER TR (RWR) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.04% in 2023 Q4. The latest visible filing shows RWR at 0.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO's position in SPDR SER TR, 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
2025 Q4

RWR was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Destiny Capital Corp/CO held RWR β€” position size vs. price
% of Fund (quarterly)    RWR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,972 -218 -1.9% 0.55% $1.1M 2026-02-14 (Est.) $106.10
2025 Q3 REDUCED 11,190 -169 -1.5% 0.61% $1.1M 2025-10-31 $96.88
2025 Q2 REDUCED 11,359 -319 -2.7% 0.66% $1.1M 2025-08-06 $93.48
2025 Q1 REDUCED 11,678 -519 -4.3% 0.79% $1.2M 2025-04-16 $89.55
2024 Q4 REDUCED 12,197 -179 -1.4% 0.73% $1.2M 2025-01-31 $95.47
2024 Q3 REDUCED 12,376 -333 -2.6% 0.79% $1.3M 2024-11-06 $97.51
2024 Q2 REDUCED 12,709 -1,882 -12.9% 0.81% $1.2M 2024-08-13 $93.81
2024 Q1 REDUCED 14,591 -1,105 -7.0% 0.96% $1.4M 2024-05-06 $82.97
2023 Q4 REDUCED 15,696 -11,993 -43.3% 1.04% $1.5M 2024-02-12 $84.83
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RWR

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.05% BEACON FINANCIAL GROUP 3Y 7Y 0.03% Investors Research Corp 3Y 7Y 0.0%

FAQ About Destiny Capital Corp/CO and RWR

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

How long has Destiny Capital Corp/CO reported owning RWR?

Destiny Capital Corp/CO reported RWR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RWR position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for RWR was 1.04% in 2023 Q4.

What is the latest reported RWR position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 10,972 shares, equal to 0.55% of portfolio, with an estimated market value of $1.1M.

What does the chart on this RWR ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly RWR 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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