SPDW — SPDR INDEX SHS FDS

Ownership history in Caitlin John, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, 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
2.07% (2025 Q2)
Avg. % of fund
0.91%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,070 -11,649 -20.5% 1.31% $2.0M $44.41
2025 Q3 ADDED 56,719 +534 +1.0% 1.69% $2.4M $42.03
2025 Q2 ADDED 56,185 +29,031 +106.9% 2.07% $2.3M $39.77
2025 Q1 ADDED 27,154 +22,145 +442.1% 0.97% $989K $35.16
3 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%
← Back to Caitlin John, LLC Holdings