MASTER'S WEALTH MANAGEMENT INC. BWZ — SPDR SER TR

Ownership history in MASTER'S WEALTH MANAGEMENT INC.  ·  6 quarters on record

AI Ownership Summary

MASTER'S WEALTH MANAGEMENT INC. reported SPDR SER TR (BWZ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.05% in 2025 Q1. The latest visible filing shows BWZ at 0.51% 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 BWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASTER'S WEALTH MANAGEMENT INC.'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

BWZ was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.05% 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.

BWZ stock page MASTER'S WEALTH MANAGEMENT INC. fund profile MASTER'S WEALTH MANAGEMENT INC. full holdings
How MASTER'S WEALTH MANAGEMENT INC. held BWZ — position size vs. price
% of Fund (quarterly)    BWZ 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 REDUCED — — — 55,827 -13,929 -20.0% 0.51% $1.5M 2026-04-23 $27.19
2025 Q4 REDUCED 76.7% -1.5% ✅ 69,756 -229,877 -76.7% 0.69% $1.9M 2026-01-21 $27.23
2025 Q3 ADDED — — — 299,633 +7,923 +2.7% 3.62% $8.3M 2025-11-03 $26.94
2025 Q2 REDUCED — — — 291,710 -1,890 -0.6% 3.82% $8.2M 2025-07-29 $27.14
2025 Q1 ADDED — — — 293,600 +7,409 +2.6% 4.05% $7.7M 2025-04-25 $26.88
2024 Q4 INITIATED — — — 286,191 — — 3.87% $7.3M 2025-02-13 $25.14

🏢 Other funds also holding BWZ

As of 2026 Q1 — sorted by position size

BLVD Private Wealth, LLC 4.87% LAM GROUP, INC. 3Y 3.25% Financial Management Professionals, Inc. 3Y 7Y 2.77% Matthew Goff Investment Advisor, LLC 3Y 7Y 2.35% Park Edge Advisors, LLC 3Y 0.29% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.29% Trademark Financial Management, LLC 0.22% Legacy Wealth Asset Management, LLC 3Y 0.19% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.11% Martin Capital Partners, LLC 3Y 7Y 0.1%

FAQ About MASTER'S WEALTH MANAGEMENT INC. and BWZ

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

How long has MASTER'S WEALTH MANAGEMENT INC. reported owning BWZ?

MASTER'S WEALTH MANAGEMENT INC. reported BWZ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BWZ position in MASTER'S WEALTH MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for BWZ was 4.05% in 2025 Q1.

What is the latest reported BWZ position on this page?

The most recent filing on this page is 2026 Q1, when MASTER'S WEALTH MANAGEMENT INC. reported 55,827 shares, equal to 0.51% of portfolio, with an estimated market value of $1.5M.

What does the chart on this BWZ ownership page compare?

The chart compares MASTER'S WEALTH MANAGEMENT INC.'s quarterly BWZ 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 MASTER'S WEALTH MANAGEMENT INC. time their BWZ position?

Based on 13F filing dates vs. subsequent BWZ price moves, MASTER'S WEALTH MANAGEMENT INC. correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on BWZ relative to SPY over the holding period was -8.3%.

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