International Private Wealth Advisors LLC CERY — SPDR SER TR

Ownership history in International Private Wealth Advisors LLC  ·  6 quarters on record

AI Ownership Summary

International Private Wealth Advisors LLC reported SPDR SER TR (CERY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.83% in 2025 Q1. The latest visible filing shows CERY at 2.37% 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 CERY 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

CERY was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2025 Q1

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

Time in book
Holding Window
2024 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.

CERY stock page International Private Wealth Advisors LLC fund profile International Private Wealth Advisors LLC full holdings
How International Private Wealth Advisors LLC held CERY — position size vs. price
% of Fund (quarterly)    CERY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 110,073 +7,883 +7.7% 2.37% $3.9M 2026-04-21 $35.70
2025 Q4 REDUCED 6.2% +23.4% ❌ 102,190 -6,762 -6.2% 1.84% $2.9M 2026-01-14 $30.33
2025 Q3 ADDED — — — 108,952 +12,277 +12.7% 1.96% $3.1M 2025-11-06 $27.69
2025 Q2 REDUCED 9.2% +5.4% ❌ 96,675 -9,814 -9.2% 2.26% $2.6M 2025-07-11 $26.60
2025 Q1 ADDED — — — 106,489 +94,702 +803.4% 2.83% $3.0M 2025-04-14 $25.11
2024 Q4 INITIATED — — — 11,787 — — 0.30% $305K 2025-01-29 $25.63

🏢 Other funds also holding CERY

As of 2026 Q1 — sorted by position size

CONTINUUM WEALTH ADVISORS, LLC 3Y 5.02% NOVUS ADVISORS, LLC 3.11% Cohalo Advisory LLC 2.17% LANDMARK WEALTH MANAGEMENT, INC. 2.03% LOCKERMAN FINANCIAL GROUP, INC. 3Y 2.01% Aspire Private Capital, LLC 3Y 7Y 1.61% Raleigh Capital Management Inc. 3Y 1.33% Cambria Investment Management, L.P. 3Y 7Y 0.9% Capital Investment Management, Inc. 0.67% RICHARDSON FINANCIAL SERVICES INC. 0.61%

FAQ About International Private Wealth Advisors LLC and CERY

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 CERY?

International Private Wealth Advisors LLC reported CERY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CERY was 2.83% in 2025 Q1.

What is the latest reported CERY position on this page?

The most recent filing on this page is 2026 Q1, when International Private Wealth Advisors LLC reported 110,073 shares, equal to 2.37% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CERY ownership page compare?

The chart compares International Private Wealth Advisors LLC's quarterly CERY 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 CERY position?

Based on 13F filing dates vs. subsequent CERY price moves, International Private Wealth Advisors LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CERY relative to SPY over the holding period was +14.0%.

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