SPDW — SPDR INDEX SHS FDS

Ownership history in AlphaCore Capital LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which AlphaCore Capital LLC reported a position in SPDR INDEX SHS FDS (SPDW). 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
2.56% (2025 Q4)
Avg. % of fund
1.4%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,585,522 +1,588,557 +159.3% 2.56% $114.8M $44.41
2025 Q3 REDUCED 996,965 -29,649 -2.9% 1.44% $42.7M $42.03
2025 Q2 ADDED 1,026,614 +1,022,153 +22913.1% 1.58% $41.6M $39.77
2025 Q1 INITIATED 4,461 — — 0.01% $162K $35.16
% of Fund (quarterly)    SPDW price (monthly, adj. close)

Other funds also holding SPDW

As of 2025 Q4 — sorted by position size

Auto-Owners Insurance Co 3Y 18.31% McNamara Financial Services, Inc. 3Y 7Y 18.09% TRUEFG, LLC 3Y 16.51% Strategies Wealth Advisors, LLC 15.87% Stadion Money Management, LLC 3Y 7Y 15.86% Treasure Coast Financial Planning 3Y 12.94% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 12.61% LANDMARK WEALTH MANAGEMENT, INC. 12.6% Auour Investments LLC 10.21% BRIGHTON SECURITIES CORP. 9.84%
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