SPDW — SPDR INDEX SHS FDS

Ownership history in Balefire, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Balefire, 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
2.17% (2022 Q3)
Avg. % of fund
0.43%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 103,155 +20,827 +25.3% 0.89% $4.6M $44.41
2025 Q3 ADDED 82,328 +22,972 +38.7% 0.70% $3.5M $42.03
2025 Q2 ADDED 59,356 +48,157 +430.0% 0.52% $2.4M $39.77
2025 Q1 ADDED 11,199 +6,703 +149.1% 0.14% $408K $35.16
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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