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.
| 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 |
| 2024 Q3 | ADDED | 1,748,164 | +1,652,751 | +1732.2% | 0.96% | $65.7M | $35.77 |
| 2024 Q2 | ADDED | 95,413 | +86,378 | +956.0% | 0.64% | $3.3M | $33.41 |
| 2024 Q1 | ADDED | 9,035 | +392 | +4.5% | 0.06% | $324K | $33.54 |
| 2023 Q4 | REDUCED | 8,643 | -155,940 | -94.7% | 0.06% | $294K | $31.83 |
| 2023 Q3 | REDUCED | 164,583 | -23,678 | -12.6% | 1.21% | $5.1M | $28.72 |
| 2023 Q2 | REDUCED | 188,261 | -3,558 | -1.9% | 1.42% | $6.1M | $30.13 |
As of 2025 Q4 — sorted by position size