ECLECTIC ASSOCIATES INC /ADV GWX — SPDR INDEX SHS FDS

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  22 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported SPDR INDEX SHS FDS (GWX) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2023 Q4. The latest visible filing shows GWX at 0.04% 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 GWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV's position in SPDR INDEX SHS FDS, 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

GWX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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 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.

GWX stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held GWX — position size vs. price
% of Fund (quarterly)    GWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,801 -563 -6.7% 0.04% $329K 2026-04-08 $44.35
2025 Q4 UNCHANGED — — — 8,364 — 0% 0.05% $342K 2026-02-03 $44.05
2025 Q3 UNCHANGED — — — 8,364 — 0% 0.06% $336K 2025-10-09 $39.61
2025 Q2 REDUCED 16.7% +8.1% ❌ 8,364 -1,673 -16.7% 0.07% $311K 2025-07-17 $36.94
2025 Q1 UNCHANGED — — — 10,037 — 0% 0.09% $321K 2025-04-10 $29.59
2024 Q4 REDUCED 13.3% +3.1% ❌ 10,037 -1,545 -13.3% 0.09% $311K 2025-01-21 $30.66
2024 Q3 UNCHANGED — — — 11,582 — 0% 0.16% $395K 2024-10-04 $32.23
2024 Q2 REDUCED 15.7% +7.5% ❌ 11,582 -2,164 -15.7% 0.16% $368K 2024-07-12 $31.67
2024 Q1 REDUCED — — — 13,746 -221 -1.6% 0.20% $446K 2024-04-23 $29.72
2023 Q4 REDUCED — — — 13,967 -418 -2.9% 0.21% $444K 2024-01-16 $28.85
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GWX

As of 2026 Q1 — sorted by position size

Eagle Bluffs Wealth Management LLC 3Y 1.74% LANDMARK WEALTH MANAGEMENT, INC. 1.16% Capital Investment Management, Inc. 1.0% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.93% Upper Left Wealth Management, LLC 3Y 0.75% RTD Financial Advisors, Inc. 3Y 0.65% Aspire Private Capital, LLC 3Y 7Y 0.64% Roan Capital Partners 0.63% CAMELOT TECHNOLOGY ADVISORS, INC. 0.6% Total Clarity Wealth Management, Inc. 3Y 0.49%

FAQ About ECLECTIC ASSOCIATES INC /ADV and GWX

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning GWX?

ECLECTIC ASSOCIATES INC /ADV reported GWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GWX position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for GWX was 0.21% in 2023 Q4.

What is the latest reported GWX position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 7,801 shares, equal to 0.04% of portfolio, with an estimated market value of $329K.

What does the chart on this GWX ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly GWX 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.

How well did ECLECTIC ASSOCIATES INC /ADV time their GWX position?

Based on 13F filing dates vs. subsequent GWX price moves, ECLECTIC ASSOCIATES INC /ADV correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on GWX relative to SPY over the holding period was -5.3%.

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