SPDW — SPDR INDEX SHS FDS

Ownership history in Bridge Advisory, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC 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
2.42% (2024 Q3)
Avg. % of fund
2.18%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 135,367 -4,578 -3.3% 2.42% $5.1M $35.77
2024 Q2 ADDED 139,945 +6,197 +4.6% 2.42% $4.9M $33.41
2024 Q1 ADDED 133,748 +46,089 +52.6% 2.38% $4.8M $33.54
2023 Q4 INITIATED 87,659 — — 1.50% $3.0M —
% 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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