CWB — SPDR SER TR

Ownership history in WEALTH MANAGEMENT RESOURCES, INC.  ·  17 quarters on record

AI Ownership Summary

WEALTH MANAGEMENT RESOURCES, INC. reported SPDR SER TR (CWB) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.79% in 2024 Q3. The latest visible filing shows CWB at 0.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWB ownership page tells you

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

CWB was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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.

CWB stock page WEALTH MANAGEMENT RESOURCES, INC. fund profile WEALTH MANAGEMENT RESOURCES, INC. full holdings
How WEALTH MANAGEMENT RESOURCES, INC. held CWB — position size vs. price
% of Fund (quarterly)    CWB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,050 +282 +4.2% 0.22% $629K 2026-02-14 (Est.) $94.36
2025 Q3 REDUCED 6,768 -467 -6.5% 0.20% $613K 2025-10-16 $91.78
2025 Q2 REDUCED 7,235 -534 -6.9% 0.20% $598K 2025-07-24 $84.34
2025 Q1 REDUCED 7,769 -1,627 -17.3% 0.22% $595K 2025-04-23 $74.70
2024 Q4 REDUCED 9,396 -16,303 -63.4% 0.27% $732K 2025-01-21 $78.82
2024 Q3 ADDED 25,699 +566 +2.3% 0.79% $2.0M 2024-10-31 $74.72
2024 Q2 ADDED 25,133 +2,784 +12.5% 0.78% $1.8M 2024-07-17 $71.31
2024 Q1 REDUCED 22,349 -801 -3.5% 0.71% $1.6M 2024-04-19 $67.18
2023 Q4 ADDED 23,150 +1,668 +7.8% 0.79% $1.7M 2024-01-19 $68.33
2023 Q3 ADDED 21,482 +2,591 +13.7% 0.70% $1.5M 2023-10-25 $62.36
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% William Mack & Associates, Inc. 7.61% 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% Hershey Financial Advisers, LLC 3.06%

FAQ About WEALTH MANAGEMENT RESOURCES, INC. and CWB

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

How long has WEALTH MANAGEMENT RESOURCES, INC. reported owning CWB?

WEALTH MANAGEMENT RESOURCES, INC. reported CWB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CWB position in WEALTH MANAGEMENT RESOURCES, INC.'s portfolio?

The largest reported portfolio weight for CWB was 0.79% in 2024 Q3.

What is the latest reported CWB position on this page?

The most recent filing on this page is 2025 Q4, when WEALTH MANAGEMENT RESOURCES, INC. reported 7,050 shares, equal to 0.22% of portfolio, with an estimated market value of $629K.

What does the chart on this CWB ownership page compare?

The chart compares WEALTH MANAGEMENT RESOURCES, INC.'s quarterly CWB 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.

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