SPDW β€” SPDR INDEX SHS FDS

Ownership history in BCK Partners, Inc.  Β·  20 quarters on record

This page tracks every 13F SEC filing in which BCK Partners, Inc. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.74% (2022 Q3)
πŸ“Š Avg. % of fund
0.35%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
20

Position Intelligence

BCK Partners, Inc. Γ— SPDW AI Analytics

πŸ“‰ BCK Partners, Inc. underperformed the S&P 500 by –4.9% annually on this SPDW position. Timing score: 37% (7/19 decisions correct). Average cost basis: $24.57. Maximum drawdown during holding period: –27.8%.

πŸ“ˆ Position Alpha vs SPY
-4.9%
annualised excess return

⚠️ Trailed SPY by 4.9% ann. on this position.
19 quarters analyzed

⏱️ Timing Score
37%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct

πŸ’° Entry Quality
$24.57
+80.7% vs current ($44.41)

Best entry: $23.21 (2022 Q3)  Β·  Worst: $35.16 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–27.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
35%
buy-side decisions

7 adds Β· 13 trims. Bought during 3 of 6 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.34% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SPDW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,164 -192 -1.3% 0.34% $629K $44.41
2025 Q3 REDUCED 14,356 -557 -3.7% 0.33% $614K $42.03
2025 Q2 REDUCED 14,913 -333 -2.2% 0.35% $604K $39.77
2025 Q1 ADDED 15,246 +89 +0.6% 0.35% $555K $35.16
2024 Q4 REDUCED 15,157 -3,513 -18.8% 0.32% $517K $32.96
2024 Q3 REDUCED 18,670 -786 -4.0% 0.33% $701K $35.77
2024 Q2 REDUCED 19,456 -177 -0.9% 0.35% $683K $33.41
2024 Q1 REDUCED 19,633 -1,695 -7.9% 0.38% $704K $33.54
2023 Q4 REDUCED 21,328 -450 -2.1% 0.41% $725K $31.83
2023 Q3 ADDED 21,778 +583 +2.8% 0.42% $675K $28.72
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPDW

As of 2025 Q4 β€” 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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