BWX — SPDR SERIES TRUST

Ownership history in WealthShield Partners, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in SPDR SERIES TRUST (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
0.88% (2017 Q4)
Avg. % of fund
0.11%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 353,597 +344,314 +3709.1% 0.88% $8.0M $22.45
2025 Q3 ADDED 9,283 +9,015 +3363.8% 0.02% $214K $22.74
2025 Q2 UNCHANGED 268 — 0% 0.00% $6K $23.10
2025 Q1 UNCHANGED 268 — 0% 0.00% $6K $21.38
12 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% Upper Left Wealth Management, LLC 3Y 3.66% 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%
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