SPDW SPDR INDEX SHS FDS

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

AI Ownership Summary

BCK Partners, Inc. reported SPDR INDEX SHS FDS (SPDW) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.42% in 2023 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCK Partners, 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

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

High-water mark
Peak Conviction
0.42% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 BCK Partners, Inc. held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,164 -192 -1.3% 0.34% $629K 2026-02-14 (Est.) $48.82
2025 Q3 REDUCED 14,356 -557 -3.7% 0.33% $614K 2025-10-28 $43.23
2025 Q2 REDUCED 14,913 -333 -2.2% 0.35% $604K 2025-07-30 $39.61
2025 Q1 ADDED 15,246 +89 +0.6% 0.35% $555K 2025-04-25 $36.25
2024 Q4 REDUCED 15,157 -3,513 -18.8% 0.32% $517K 2025-01-30 $34.77
2024 Q3 REDUCED 18,670 -786 -4.0% 0.33% $701K 2024-10-25 $34.27
2024 Q2 REDUCED 19,456 -177 -0.9% 0.35% $683K 2024-07-24 $33.74
2024 Q1 REDUCED 19,633 -1,695 -7.9% 0.38% $704K 2024-04-30 $32.43
2023 Q4 REDUCED 21,328 -450 -2.1% 0.41% $725K 2024-01-26 $31.53
2023 Q3 ADDED 21,778 +583 +2.8% 0.42% $675K 2023-10-25 $27.59
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BCK Partners, Inc. and SPDW

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

How long has BCK Partners, Inc. reported owning SPDW?

BCK Partners, Inc. reported SPDW across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPDW position in BCK Partners, Inc.'s portfolio?

The largest reported portfolio weight for SPDW was 0.42% in 2023 Q3.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when BCK Partners, Inc. reported 14,164 shares, equal to 0.34% of portfolio, with an estimated market value of $629K.

What does the chart on this SPDW ownership page compare?

The chart compares BCK Partners, Inc.'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.

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