CWB — SPDR SER TR

Ownership history in WIN ADVISORS, INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in SPDR SER TR (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
4.51% (2024 Q4)
Avg. % of fund
1.07%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,153 -109,383 -91.5% 0.45% $919K $89.77
2024 Q4 ADDED 119,536 +105,178 +732.5% 4.51% $9.3M $76.31
2024 Q3 REDUCED 14,358 -2,956 -17.1% 0.52% $1.1M $74.47
2024 Q1 ADDED 17,314 +12,190 +237.9% 0.56% $1.3M $70.40
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% 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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