Apella Capital, LLC GWX — SPDR INDEX SHS FDS

Ownership history in Apella Capital, LLC  ·  18 quarters on record

AI Ownership Summary

Apella Capital, LLC reported SPDR INDEX SHS FDS (GWX) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows GWX at 0.00% 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 GWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in SPDR INDEX SHS FDS, 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
2026 Q2

GWX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

GWX stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held GWX — position size vs. price
% of Fund (quarterly)    GWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,089 -1,241 -19.6% 0.00% $222K 2026-07-08 $43.15
2026 Q1 REDUCED — — — 6,330 -143 -2.2% 0.00% $291K 2026-04-20 $45.33
2025 Q4 ADDED — — — 6,473 +2 +0.0% 0.01% $265K 2026-01-21 $42.26
2025 Q3 REDUCED — — — 6,471 -6 -0.1% 0.01% $260K 2025-10-17 $39.05
2025 Q2 REDUCED — — — 6,477 -188 -2.8% 0.01% $239K 2025-07-08 $36.17
2024 Q4 ADDED — — — 6,665 +33 +0.5% 0.01% $207K 2025-01-14 $29.18
2024 Q3 REDUCED — — — 6,632 -12 -0.2% 0.01% $223K 2024-10-03 $31.71
2024 Q2 REDUCED — — — 6,644 -184 -2.7% 0.01% $213K 2024-07-10 $30.57
2024 Q1 UNCHANGED — — — 6,828 — 0% 0.01% $221K 2024-04-10 $29.82
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GWX

As of 2026 Q2 — sorted by position size

Roan Capital Partners 1.12% Balefire, LLC 3Y 7Y 0.16% Boston Standard Wealth Management, LLC 3Y 7Y 0.06% WORLD EQUITY GROUP, INC. 0.05% ECLECTIC ASSOCIATES INC /ADV 3Y 0.04% Trilogy Capital Inc. 3Y 7Y 0.02% Wealthcare Advisory Partners LLC 3Y 7Y 0.02% TOWER TRUST & INVESTMENT Co 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Apella Capital, LLC and GWX

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

How long has Apella Capital, LLC reported owning GWX?

Apella Capital, LLC reported GWX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GWX position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for GWX was 0.01% in 2024 Q1.

What is the latest reported GWX position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 5,089 shares, equal to 0.00% of portfolio, with an estimated market value of $222K.

What does the chart on this GWX ownership page compare?

The chart compares Apella Capital, LLC's quarterly GWX 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.

How well did Apella Capital, LLC time their GWX position?

Based on 13F filing dates vs. subsequent GWX price moves, Apella Capital, LLC correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on GWX relative to SPY over the holding period was +66.1%.

← Back to Apella Capital, LLC Holdings