SPDW — SPDR INDEX SHS FDS

Ownership history in BENJAMIN EDWARDS INC  ·  19 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.11% (2021 Q3)
Avg. % of fund
1.18%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,024,099 +329,971 +8.9% 1.98% $178.7M $44.41
2025 Q3 ADDED 3,694,128 +631,129 +20.6% 1.79% $158.1M $42.03
2025 Q2 ADDED 3,062,999 +1,467,191 +91.9% 1.58% $124.0M $39.77
2024 Q4 REDUCED 1,595,808 -152,356 -8.7% 0.78% $54.5M $32.96
15 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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