Ownership history in Opal Wealth Advisors, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Opal Wealth Advisors, LLC reported a position in SPDR INDEX SHS FDS (CWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Opal Wealth Advisors, LLC underperformed the S&P 500 by β5.3% annually on this CWI position. Timing score: 70% (14/20 decisions correct). Average cost basis: $25.91. Maximum drawdown during holding period: β27.5%.
β Significantly underperformed the S&P 500 by 5.3% ann.
20 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 20 add/trim decisions correct
Best entry: $19.12 (2022 Q3) Β· Worst: $34.30 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 3 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Opal Wealth Advisors, LLC has been actively increasing its CWI allocation β a bullish signal from insiders.
Currently 1.34% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size