SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. RWO — SPDR INDEX SHS FDS

Ownership history in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.  ·  4 quarters on record

AI Ownership Summary

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported SPDR INDEX SHS FDS (RWO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows RWO at 0.14% 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 RWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'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
2025 Q4

RWO was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% 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
2025 Q1 to 2025 Q4

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 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. fund profile SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. full holdings
How SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46.1% +2.3% ❌ 4,706 -4,031 -46.1% 0.14% $217K 2026-02-17 $49.32
2025 Q3 REDUCED — — — 8,737 -160 -1.8% 0.28% $404K 2025-10-30 $44.40
2025 Q2 REDUCED 49.4% +3.7% ❌ 8,897 -8,691 -49.4% 0.26% $395K 2025-08-12 $43.17
2025 Q1 INITIATED — — — 17,588 — — 0.65% $768K 2025-05-02 $42.59

🏢 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 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. and RWO

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

How long has SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported owning RWO?

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported RWO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RWO position in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for RWO was 0.65% in 2025 Q1.

What is the latest reported RWO position on this page?

The most recent filing on this page is 2025 Q4, when SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported 4,706 shares, equal to 0.14% of portfolio, with an estimated market value of $217K.

What does the chart on this RWO ownership page compare?

The chart compares SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'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 SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. time their RWO position?

Based on 13F filing dates vs. subsequent RWO price moves, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on RWO relative to SPY over the holding period was -5.9%.

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