Signal Advisors Wealth, LLC CERY β€” SPDR SER TR

Ownership history in Signal Advisors Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported SPDR SER TR (CERY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q3. The latest visible filing shows CERY at 0.26% 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 Signal Advisors Wealth, 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q3

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 Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held CERY β€” position size vs. price
% of Fund (quarterly)    CERY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 109,311 +33,357 +43.9% 0.26% $3.9M 2026-04-17 $35.07
2025 Q4 REDUCED 32.2% +23.4% ❌ 75,954 -36,061 -32.2% 0.17% $2.2M 2026-01-13 $30.03
2025 Q3 ADDED β€” β€” β€” 112,015 +52,318 +87.6% 0.29% $3.2M 2025-10-10 $27.11
2025 Q2 ADDED β€” β€” β€” 59,697 +16,691 +38.8% 0.13% $1.6M 2025-07-10 $26.37
2025 Q1 ADDED β€” β€” β€” 43,006 +19,031 +79.4% 0.12% $1.2M 2025-04-11 $25.06
2024 Q4 INITIATED β€” β€” β€” 23,975 β€” β€” 0.07% $621K 2025-01-14 $25.56

🏒 Other funds also holding CERY

As of 2026 Q1 β€” sorted by position size

NOVUS ADVISORS, LLC 3.11% International Private Wealth Advisors LLC 2.37% 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% Capital Investment Management, Inc. 0.67% Global Financial Private Client, LLC 0.39% Legacy Wealth Partners, LLC 0.36%

FAQ About Signal Advisors Wealth, 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 Signal Advisors Wealth, LLC reported owning CERY?

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

What was the largest reported CERY position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for CERY was 0.29% in 2025 Q3.

What is the latest reported CERY position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 109,311 shares, equal to 0.26% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CERY ownership page compare?

The chart compares Signal Advisors Wealth, 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 Signal Advisors Wealth, LLC time their CERY position?

Based on 13F filing dates vs. subsequent CERY price moves, Signal Advisors Wealth, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on CERY relative to SPY over the holding period was +8.6%.

← Back to Signal Advisors Wealth, LLC Holdings