BALANCED WEALTH GROUP LLC SPDW — SPDR INDEX SHS FDS

Ownership history in BALANCED WEALTH GROUP LLC  ·  10 quarters on record

AI Ownership Summary

BALANCED WEALTH GROUP LLC reported SPDR INDEX SHS FDS (SPDW) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows SPDW at 0.34% 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 SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALANCED WEALTH GROUP 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 Q1

SPDW was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

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 2026 Q1

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.

SPDW stock page BALANCED WEALTH GROUP LLC fund profile BALANCED WEALTH GROUP LLC full holdings
How BALANCED WEALTH GROUP LLC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,858 +776 +3.9% 0.34% $952K 2026-04-23 $48.22
2025 Q4 UNCHANGED — — — 20,082 — 0% 0.32% $866K 2026-01-13 $45.88
2025 Q3 UNCHANGED — — — 20,082 — 0% 0.36% $812K 2025-10-28 $43.23
2025 Q2 ADDED — — — 20,082 +331 +1.7% 0.35% $802K 2025-08-13 $40.98
2025 Q1 ADDED — — — 19,751 +55 +0.3% 0.35% $719K 2025-04-15 $34.75
2024 Q4 ADDED — — — 19,696 +267 +1.4% 0.31% $702K 2025-02-10 $34.83
2024 Q3 REDUCED — — — 19,429 -171 -0.9% 0.32% $730K 2024-10-28 $34.53
2024 Q2 ADDED — — — 19,600 +340 +1.8% 0.31% $688K 2024-08-13 $33.61
2024 Q1 UNCHANGED — — — 19,260 — 0% 0.31% $692K 2024-05-13 $33.67
2023 Q4 INITIATED — — — 19,260 — — 0.34% $655K 2024-02-06 $31.59

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 21.26% Auto-Owners Insurance Co 3Y 18.77% McNamara Financial Services, Inc. 3Y 7Y 18.11% TRUEFG, LLC 3Y 16.68% Higgins & Schmidt Wealth Strategies LLC 14.04% LANDMARK WEALTH MANAGEMENT, INC. 12.42% Peterson Wealth Advisors, LLC 3Y 7Y 11.42% BRIGHTON SECURITIES CORP. 11.12% Macco Financial Group, Inc. 11.02% Xena Financial Planning, LLC 10.7%

FAQ About BALANCED WEALTH GROUP LLC and SPDW

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

How long has BALANCED WEALTH GROUP LLC reported owning SPDW?

BALANCED WEALTH GROUP LLC reported SPDW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPDW position in BALANCED WEALTH GROUP LLC's portfolio?

The largest reported portfolio weight for SPDW was 0.36% in 2025 Q3.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when BALANCED WEALTH GROUP LLC reported 20,858 shares, equal to 0.34% of portfolio, with an estimated market value of $952K.

What does the chart on this SPDW ownership page compare?

The chart compares BALANCED WEALTH GROUP LLC's quarterly SPDW 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 BALANCED WEALTH GROUP LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, BALANCED WEALTH GROUP LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on SPDW relative to SPY over the holding period was +1.6%.

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