Legacy Wealth Asset Management, LLC BWX — SPDR SER TR

Ownership history in Legacy Wealth Asset Management, LLC  ·  22 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported SPDR SER TR (BWX) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2023 Q4. The latest visible filing shows BWX at 0.18% 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 BWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, 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

BWX was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2023 Q4

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

Time in book
Holding Window
2023 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.

BWX stock page Legacy Wealth Asset Management, LLC fund profile Legacy Wealth Asset Management, LLC full holdings
How Legacy Wealth Asset Management, LLC held BWX — position size vs. price
% of Fund (quarterly)    BWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 33,759 +1,428 +4.4% 0.18% $741K 2026-04-08 $22.16
2025 Q4 ADDED — — — 32,331 +1,800 +5.9% 0.18% $728K 2026-01-12 $22.23
2025 Q3 ADDED — — — 30,531 +887 +3.0% 0.17% $702K 2025-10-14 $22.43
2025 Q2 ADDED — — — 29,644 +74 +0.3% 0.18% $696K 2025-07-30 $22.14
2025 Q1 ADDED — — — 29,570 +205 +0.7% 0.18% $646K 2025-04-09 $21.34
2024 Q4 REDUCED — — — 29,365 -323 -1.1% 0.17% $628K 2025-01-15 $20.50
2024 Q3 REDUCED — — — 29,688 -450 -1.5% 0.19% $694K 2024-10-23 $21.40
2024 Q2 ADDED — — — 30,138 +1,593 +5.6% 0.18% $646K 2024-08-14 $21.90
2024 Q1 ADDED — — — 28,545 +918 +3.3% 0.18% $635K 2024-04-19 $20.62
2023 Q4 REDUCED — — — 27,627 -544 -1.9% 0.21% $640K 2024-01-10 $21.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BWX

As of 2026 Q1 — sorted by position size

Cerity Partners OCIO LLC 3Y 7Y 9.33% Upper Left Wealth Management, LLC 3Y 4.05% Point Nemo Capital, LLC 3.81% rebel Financial LLC 2.8% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 2.76% CROBAN 2.32% LEUTHOLD GROUP, LLC 3Y 7Y 1.94% Net Worth Advisory Group 1.78% Baron Financial Group, LLC 3Y 1.76% FLC Capital Advisors 3Y 7Y 1.69%

FAQ About Legacy Wealth Asset Management, LLC and BWX

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

How long has Legacy Wealth Asset Management, LLC reported owning BWX?

Legacy Wealth Asset Management, LLC reported BWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWX position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for BWX was 0.21% in 2023 Q4.

What is the latest reported BWX position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 33,759 shares, equal to 0.18% of portfolio, with an estimated market value of $741K.

What does the chart on this BWX ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly BWX 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 Legacy Wealth Asset Management, LLC time their BWX position?

Based on 13F filing dates vs. subsequent BWX price moves, Legacy Wealth Asset Management, LLC correctly timed 9 out of 21 reported position changes (43%). The annualised alpha on BWX relative to SPY over the holding period was -15.0%.

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