SPDW — SPDR INDEX SHS FDS

Ownership history in BCS Wealth Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management 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
2.03% (2024 Q3)
Avg. % of fund
0.86%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 260,348 +131,028 +101.3% 1.17% $11.6M $44.41
2025 Q3 ADDED 129,320 +1,050 +0.8% 1.25% $5.5M $42.03
2025 Q2 REDUCED 128,270 -4,055 -3.1% 1.12% $5.2M $39.77
2025 Q1 REDUCED 132,325 -558 -0.4% 1.24% $4.8M $35.16
17 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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