RWO β€” SPDR INDEX SHS FDS

Ownership history in Addis & Hill, Inc  Β·  9 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported SPDR INDEX SHS FDS (RWO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.4% in 2025 Q1. The latest visible filing shows RWO at 3.95% 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.

What this RWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc'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
2025 Q4

RWO was reported at 3.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.4% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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.

How Addis & Hill, Inc held RWO β€” position size vs. price
% of Fund (quarterly)    RWO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 144,927 -538 -0.4% 3.95% $6.5M 2026-02-14 (Est.) $48.93
2025 Q3 ADDED 145,465 +3,915 +2.8% 4.07% $6.7M 2025-10-17 $45.08
2025 Q2 REDUCED 141,550 -2,723 -1.9% 4.08% $6.2M 2025-07-11 $42.84
2025 Q1 ADDED 144,273 +10,067 +7.5% 4.40% $6.3M 2025-04-10 $39.05
2024 Q4 ADDED 134,206 +21,436 +19.0% 4.26% $5.8M 2025-01-31 $41.80
2024 Q3 ADDED 112,770 +383 +0.3% 4.11% $5.4M 2024-10-28 $43.75
2024 Q2 ADDED 112,387 +8,963 +8.7% 3.88% $4.7M 2024-07-18 $41.03
2024 Q1 ADDED 103,424 +1,348 +1.3% 3.68% $4.3M 2024-04-23 $37.69
2023 Q4 INITIATED 102,076 β€” β€” 3.79% $4.3M 2024-03-21 $39.47

FAQ About Addis & Hill, Inc and RWO

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

How long has Addis & Hill, Inc reported owning RWO?

Addis & Hill, Inc reported RWO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RWO position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for RWO was 4.40% in 2025 Q1.

What is the latest reported RWO position on this page?

The most recent filing on this page is 2025 Q4, when Addis & Hill, Inc reported 144,927 shares, equal to 3.95% of portfolio, with an estimated market value of $6.5M.

What does the chart on this RWO ownership page compare?

The chart compares Addis & Hill, Inc's quarterly RWO 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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