BWX — SPDR SER TR

Ownership history in Upper Left Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SPDR SER TR (BWX). 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
4.23% (2021 Q4)
Avg. % of fund
2.46%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 266,826 +27,620 +11.5% 3.66% $6.0M $22.45
2025 Q3 ADDED 239,206 +12,828 +5.7% 3.45% $5.5M $22.74
2025 Q2 REDUCED 226,378 -1,679 -0.7% 3.55% $5.3M $23.10
2025 Q1 ADDED 228,057 +94,759 +71.1% 3.57% $5.0M $21.38
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BWX price (monthly, adj. close)

Other funds also holding BWX

As of 2025 Q4 — sorted by position size

Cerity Partners OCIO LLC 3Y 7Y 9.26% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 2.71% VanderPol Investments L.L.C. 2.32% LEUTHOLD GROUP, LLC 3Y 7Y 2.03% FLC Capital Advisors 3Y 7Y 1.81% Checchi Capital Advisers, LLC 3Y 7Y 1.76% Net Worth Advisory Group 1.73% Lifestyle Asset Management, Inc. 1.62% Baron Financial Group, LLC 3Y 1.6% Walkner Condon Financial Advisors LLC 3Y 1.44%
← Back to Upper Left Wealth Management, LLC Holdings