SEC 13F Intelligence

Hall Private Wealth Advisors / CWB

Hall Private Wealth Advisors’s Spdr Series Trust Position

Does Hall Private Wealth Advisors own Spdr Series Trust (CWB)? Yes — 258.7K shares worth $18M (+11.79% of its 13F portfolio) as of Q3 2023, up from 252.3K shares the prior filed quarter.

Position Value
$18M
Q3 2023
Shares
258.7K
% of Portfolio
+11.79%
Quarters Held
11
currently held

Position History CWB

Reported value by quarter
Q1 ’21: $14MQ1 ’21Q2 ’21: $13MQ3 ’21: $12MQ3 ’21Q4 ’21: $11MQ1 ’22: $15MQ1 ’22Q2 ’22: $20MQ3 ’22: $20MQ3 ’22Q4 ’22: $18MQ1 ’23: $16MQ1 ’23Q2 ’23: $18MQ3 ’23: $18MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023258.7K$18M+11.79%
Q2 2023252.3K$18M+9.54%
Q1 2023245.6K$16M+8.58%
Q4 2022272.6K$18M+9.97%
Q3 2022321.2K$20M+11.71%
Q2 2022304.5K$20M+11.03%
Q1 2022192.2K$15M+7.90%
Q4 2021138.2K$11M+7.12%
Q3 2021138.8K$12M+7.56%
Q2 2021151.2K$13M+8.54%
Q1 2021166.3K$14M+11.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of CWB.