Ownership history in Executive Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (SPIB). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 10,444 | -792 | -7.0% | 0.04% | $352K | $31.54 |
| 2024 Q2 | REDUCED | 11,236 | -335 | -2.9% | 0.07% | $366K | $30.13 |
| 2024 Q1 | ADDED | 11,571 | +11,155 | +2681.5% | 0.03% | $375K | $29.91 |
| 2019 Q3 | REDUCED | 416 | -1 | -0.2% | 0.00% | $14K | $28.64 |
As of 2025 Q4 — sorted by position size