Signal Advisors Wealth, LLC EBND — SPDR SER TR

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

AI Ownership Summary

Signal Advisors Wealth, LLC reported SPDR SER TR (EBND) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows EBND at 0.05% 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 EBND 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

EBND was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

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.

EBND stock page Signal Advisors Wealth, LLC fund profile Signal Advisors Wealth, LLC full holdings
How Signal Advisors Wealth, LLC held EBND — position size vs. price
% of Fund (quarterly)    EBND 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 ADDED — — — 36,149 +3,574 +11.0% 0.05% $746K 2026-04-17 $21.36
2025 Q4 ADDED — — — 32,575 +900 +2.8% 0.06% $696K 2026-01-13 $21.04
2025 Q3 ADDED — — — 31,675 +684 +2.2% 0.06% $677K 2025-10-10 $20.47
2025 Q2 REDUCED 30.8% +1.2% ❌ 30,991 -13,795 -30.8% 0.05% $663K 2025-07-10 $20.28
2025 Q1 ADDED — — — 44,786 +22 +0.0% 0.09% $899K 2025-04-11 $18.95
2024 Q4 INITIATED — — — 44,764 — — 0.10% $874K 2025-01-14 $18.14

🏢 Other funds also holding EBND

As of 2026 Q1 — sorted by position size

Hamrick Investment Counsel, llc 6.12% rebel Financial LLC 2.11% SeaBridge Investment Advisors LLC 3Y 7Y 1.27% City State Bank 3Y 1.15% NOVUS ADVISORS, LLC 0.96% Aspire Private Capital, LLC 3Y 7Y 0.69% LOCKERMAN FINANCIAL GROUP, INC. 3Y 0.52% LANDMARK WEALTH MANAGEMENT, INC. 0.46% Raleigh Capital Management Inc. 3Y 0.43% Capital Investment Management, Inc. 0.41%

FAQ About Signal Advisors Wealth, LLC and EBND

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 EBND?

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

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

The largest reported portfolio weight for EBND was 0.10% in 2024 Q4.

What is the latest reported EBND position on this page?

The most recent filing on this page is 2026 Q1, when Signal Advisors Wealth, LLC reported 36,149 shares, equal to 0.05% of portfolio, with an estimated market value of $746K.

What does the chart on this EBND ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly EBND 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 EBND position?

Based on 13F filing dates vs. subsequent EBND price moves, Signal Advisors Wealth, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on EBND relative to SPY over the holding period was -3.9%.

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