PARK AVENUE SECURITIES LLC RWO — SPDR INDEX SHS FDS

Ownership history in PARK AVENUE SECURITIES LLC  ·  18 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported SPDR INDEX SHS FDS (RWO) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows RWO at 0.03% 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 RWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARK AVENUE SECURITIES LLC's position in SPDR INDEX SHS FDS, 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

RWO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

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.

RWO stock page PARK AVENUE SECURITIES LLC fund profile PARK AVENUE SECURITIES LLC full holdings
How PARK AVENUE SECURITIES LLC held RWO — position size vs. price
% of Fund (quarterly)    RWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 77,721 +10,600 +15.8% 0.03% $4K 2026-04-07 $46.69
2025 Q3 ADDED — — — 67,121 +2,293 +3.5% 0.02% $3.1M 2025-10-23 $45.52
2025 Q2 ADDED — — — 64,828 +2,406 +3.9% 0.03% $2.9M 2025-07-14 $43.21
2024 Q4 ADDED — — — 62,422 +3,727 +6.3% 0.03% $2.7M 2025-01-14 $40.32
2024 Q3 ADDED — — — 58,695 +2,441 +4.3% 0.03% $2.8M 2024-10-03 $44.22
2024 Q2 ADDED — — — 56,254 +2,667 +5.0% 0.03% $2.3M 2024-07-09 $39.15
2024 Q1 ADDED — — — 53,587 +2,875 +5.7% 0.03% $2.3M 2024-04-10 $38.31
2023 Q4 ADDED — — — 50,712 +2,738 +5.7% 0.03% $2.2M 2024-01-10 $40.06
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RWO

As of 2026 Q1 — sorted by position size

White & Co Financial Planning Inc 4.13% Addis & Hill, Inc 4.1% WLTH Capital Management, LLC 3.52% Orin Green Financial, LLC 3Y 2.21% Quent Capital, LLC 3Y 1.93% Columbia River Financial Group, LLC 0.94% Brooklyn FI, LLC 3Y 0.9% ORBA Wealth Advisors, L.L.C. 0.83% Capital Investment Management, Inc. 0.71% MATRIX PRIVATE CAPITAL GROUP LLC 3Y 0.44%

FAQ About PARK AVENUE SECURITIES LLC and RWO

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

How long has PARK AVENUE SECURITIES LLC reported owning RWO?

PARK AVENUE SECURITIES LLC reported RWO across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RWO position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for RWO was 0.03% in 2024 Q3.

What is the latest reported RWO position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 77,721 shares, equal to 0.03% of portfolio, with an estimated market value of $4K.

What does the chart on this RWO ownership page compare?

The chart compares PARK AVENUE SECURITIES LLC's quarterly RWO 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 PARK AVENUE SECURITIES LLC time their RWO position?

Based on 13F filing dates vs. subsequent RWO price moves, PARK AVENUE SECURITIES LLC correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on RWO relative to SPY over the holding period was -8.1%.

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