RWX β€” SPDR INDEX SHS FDS

Ownership history in Innova Wealth Partners  Β·  12 quarters on record

AI Ownership Summary

Innova Wealth Partners reported SPDR INDEX SHS FDS (RWX) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.99% in 2025 Q2. The latest visible filing shows RWX at 1.20% 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 RWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Innova Wealth Partners'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
2025 Q4

RWX was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.99% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 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 Innova Wealth Partners held RWX β€” position size vs. price
% of Fund (quarterly)    RWX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 84,778 -62,677 -42.5% 1.20% $2.4M 2026-02-14 (Est.) $29.79
2025 Q3 REDUCED 147,455 -100,054 -40.4% 2.21% $4.1M 2025-12-02 $27.41
2025 Q2 ADDED 247,509 +142,242 +135.1% 3.99% $6.8M 2025-07-28 $26.11
2025 Q1 ADDED 105,267 +89,801 +580.6% 1.60% $2.6M 2025-05-06 $25.71
2023 Q3 REDUCED 15,466 -18,994 -55.1% 0.33% $368K 2023-10-23 $20.83
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Innova Wealth Partners and RWX

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

How long has Innova Wealth Partners reported owning RWX?

Innova Wealth Partners reported RWX across 5 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RWX position in Innova Wealth Partners's portfolio?

The largest reported portfolio weight for RWX was 3.99% in 2025 Q2.

What is the latest reported RWX position on this page?

The most recent filing on this page is 2025 Q4, when Innova Wealth Partners reported 84,778 shares, equal to 1.20% of portfolio, with an estimated market value of $2.4M.

What does the chart on this RWX ownership page compare?

The chart compares Innova Wealth Partners's quarterly RWX 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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