BENJAMIN EDWARDS INC SPDW — SPDR INDEX SHS FDS

Ownership history in BENJAMIN EDWARDS INC  ·  19 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported SPDR INDEX SHS FDS (SPDW) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.98% in 2025 Q4. The latest visible filing shows SPDW at 1.98% 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 BENJAMIN EDWARDS 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 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

SPDW stock page BENJAMIN EDWARDS INC fund profile BENJAMIN EDWARDS INC full holdings
How BENJAMIN EDWARDS INC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 4,024,099 +329,971 +8.9% 1.98% $178.7M 2026-02-14 (Est.) $48.82
2025 Q3 ADDED — — — 3,694,128 +631,129 +20.6% 1.79% $158.1M 2025-10-23 $42.78
2025 Q2 ADDED — — — 3,062,999 +1,467,191 +91.9% 1.58% $124.0M 2025-08-14 $40.88
2024 Q4 REDUCED 8.7% +6.7% ❌ 1,595,808 -152,356 -8.7% 0.78% $54.5M 2025-02-14 $35.51
2024 Q3 ADDED — — — 1,748,164 +1,652,751 +1732.2% 0.96% $65.7M 2024-11-14 $33.39
2024 Q2 ADDED — — — 95,413 +86,378 +956.0% 0.64% $3.3M 2024-08-12 $33.06
2024 Q1 ADDED — — — 9,035 +392 +4.5% 0.06% $324K 2024-04-29 $32.89
2023 Q4 REDUCED 94.7% +4.9% ❌ 8,643 -155,940 -94.7% 0.06% $294K 2024-02-06 $31.59
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 21.26% Auto-Owners Insurance Co 3Y 18.77% McNamara Financial Services, Inc. 3Y 7Y 18.11% TRUEFG, LLC 3Y 16.68% Higgins & Schmidt Wealth Strategies LLC 14.04% LANDMARK WEALTH MANAGEMENT, INC. 12.42% Palatine Hill Wealth Management, LLC 11.54% Peterson Wealth Advisors, LLC 3Y 7Y 11.42% BRIGHTON SECURITIES CORP. 11.12% Macco Financial Group, Inc. 11.02%

FAQ About BENJAMIN EDWARDS 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 BENJAMIN EDWARDS INC reported owning SPDW?

BENJAMIN EDWARDS INC reported SPDW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPDW position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for SPDW was 1.98% in 2025 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when BENJAMIN EDWARDS INC reported 4,024,099 shares, equal to 1.98% of portfolio, with an estimated market value of $178.7M.

What does the chart on this SPDW ownership page compare?

The chart compares BENJAMIN EDWARDS 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.

How well did BENJAMIN EDWARDS INC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, BENJAMIN EDWARDS INC correctly timed 12 out of 18 reported position changes (67%). The annualised alpha on SPDW relative to SPY over the holding period was -5.7%.

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