HBW ADVISORY SERVICES LLC SPRX β€” LISTED FD TR

Ownership history in HBW ADVISORY SERVICES LLC  Β·  2 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported LISTED FD TR (SPRX) in 2 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows SPRX at 0.27% 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 SPRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in LISTED FD 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
2026 Q1

SPRX was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% 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
2024 Q2 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 HBW ADVISORY SERVICES LLC held SPRX β€” position size vs. price
% of Fund (quarterly)    SPRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 72,515 +3,778 +5.5% 0.27% $2.6M 2026-05-04 $43.34
2024 Q2 INITIATED β€” β€” β€” 68,737 β€” β€” 0.27% $1.6M 2024-07-05 $24.18

FAQ About HBW ADVISORY SERVICES LLC and SPRX

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

How long has HBW ADVISORY SERVICES LLC reported owning SPRX?

HBW ADVISORY SERVICES LLC reported SPRX across 2 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPRX position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for SPRX was 0.27% in 2026 Q1.

What is the latest reported SPRX position on this page?

The most recent filing on this page is 2026 Q1, when HBW ADVISORY SERVICES LLC reported 72,515 shares, equal to 0.27% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SPRX ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly SPRX 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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