CWB — SPDR SERIES TRUST

Ownership history in Transform Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in SPDR SERIES TRUST (CWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.14% (2019 Q3)
Avg. % of fund
0.48%
First filed
2019 Q2
Last filed
2024 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 6,079 -13,730 -69.3% 0.03% $473K $76.31
2024 Q1 REDUCED 19,809 -15,704 -44.2% 0.14% $1.4M $70.40
2023 Q4 ADDED 35,513 +15,241 +75.2% 0.25% $2.6M $69.33
2023 Q1 REDUCED 20,272 -4,240 -17.3% 0.13% $1.4M $63.33
2021 Q3 REDUCED 24,512 -10,444 -29.9% 0.24% $2.1M $77.78
2020 Q4 REDUCED 34,956 -83,294 -70.4% 0.61% $2.9M $74.83
2019 Q4 REDUCED 118,250 -4,400 -3.6% 1.04% $6.6M $48.79
2019 Q3 ADDED 122,650 +26,844 +28.0% 1.14% $6.4M $45.29
2019 Q2 INITIATED 95,806 — — 0.74% $5.1M —
% of Fund (quarterly)    CWB price (monthly, adj. close)

Other funds also holding CWB

As of 2025 Q4 — sorted by position size

Goodman Advisory Group, LLC 3Y 11.77% FSC Wealth Advisors, LLC 3Y 8.77% Wealth Watch Advisors, INC 7.87% Florin Court Capital LLP 3Y 7Y 5.45% Anderson Financial Strategies, LLC 5.17% Lifestyle Asset Management, Inc. 4.1% Baron Financial Group, LLC 3Y 3.47% Paulson Wealth Management Inc. 3Y 7Y 3.42% David J Yvars Group 3Y 2.91% Spectrum Wealth Advisory Group, LLC 3Y 2.74%
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