International Private Wealth Advisors LLC EMHC — SPDR SER TR

Ownership history in International Private Wealth Advisors LLC  ·  7 quarters on record

AI Ownership Summary

International Private Wealth Advisors LLC reported SPDR SER TR (EMHC) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.37% in 2025 Q2. The latest visible filing shows EMHC at 0.36% 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 EMHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was International Private Wealth Advisors LLC'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
2026 Q1

EMHC was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% 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
2024 Q1 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.

EMHC stock page International Private Wealth Advisors LLC fund profile International Private Wealth Advisors LLC full holdings
How International Private Wealth Advisors LLC held EMHC — position size vs. price
% of Fund (quarterly)    EMHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,841 +1,875 +8.5% 0.36% $591K 2026-04-21 $25.13
2025 Q4 ADDED — — — 21,966 +1,229 +5.9% 0.35% $559K 2026-01-14 $24.85
2025 Q3 ADDED — — — 20,737 +3,074 +17.4% 0.33% $522K 2025-11-06 $24.60
2025 Q2 ADDED — — — 17,663 +1,584 +9.9% 0.37% $435K 2025-07-11 $23.05
2025 Q1 ADDED — — — 16,079 +4,723 +41.6% 0.37% $388K 2025-04-14 $21.93
2024 Q4 REDUCED 9.7% +2.6% ❌ 11,356 -1,223 -9.7% 0.27% $270K 2025-01-29 $22.15
2024 Q1 INITIATED — — — 12,579 — — 0.30% $306K 2024-05-10 $20.97

🏢 Other funds also holding EMHC

As of 2026 Q1 — sorted by position size

Strategic Financial Planning, Inc. 3Y 2.21% NOVUS ADVISORS, LLC 1.86% Aspire Private Capital, LLC 3Y 7Y 1.27% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.92% LANDMARK WEALTH MANAGEMENT, INC. 0.88% Hibernia Wealth Partners, LLC 0.87% Raleigh Capital Management Inc. 3Y 0.83% Capital Investment Management, Inc. 0.8% Breakwater Investment Management 0.66% WealthPoint Financial, LLC 0.56%

FAQ About International Private Wealth Advisors LLC and EMHC

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

How long has International Private Wealth Advisors LLC reported owning EMHC?

International Private Wealth Advisors LLC reported EMHC across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EMHC position in International Private Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for EMHC was 0.37% in 2025 Q2.

What is the latest reported EMHC position on this page?

The most recent filing on this page is 2026 Q1, when International Private Wealth Advisors LLC reported 23,841 shares, equal to 0.36% of portfolio, with an estimated market value of $591K.

What does the chart on this EMHC ownership page compare?

The chart compares International Private Wealth Advisors LLC's quarterly EMHC 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 International Private Wealth Advisors LLC time their EMHC position?

Based on 13F filing dates vs. subsequent EMHC price moves, International Private Wealth Advisors LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on EMHC relative to SPY over the holding period was -3.6%.

← Back to International Private Wealth Advisors LLC Holdings