Comprehensive Money Management Services LLC SPDW — SPDR INDEX SHS FDS

Ownership history in Comprehensive Money Management Services LLC  ·  6 quarters on record

AI Ownership Summary

Comprehensive Money Management Services LLC reported SPDR INDEX SHS FDS (SPDW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.43% in 2025 Q2. The latest visible filing shows SPDW at 1.37% 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.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Money Management Services LLC'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
2026 Q1

SPDW was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Comprehensive Money Management Services LLC fund profile Comprehensive Money Management Services LLC full holdings
How Comprehensive Money Management Services LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 45,597 -595 -1.3% 1.37% $2.1M 2026-04-23 $48.22
2025 Q4 REDUCED — — — 46,192 -110 -0.2% 1.41% $2.1M 2026-01-22 $46.41
2025 Q3 REDUCED — — — 46,302 -285 -0.6% 1.40% $2.0M 2025-10-24 $42.93
2025 Q2 REDUCED — — — 46,587 -665 -1.4% 1.43% $1.9M 2025-07-24 $40.56
2025 Q1 ADDED — — — 47,252 +1,000 +2.2% 1.39% $1.7M 2025-04-22 $35.58
2024 Q4 INITIATED — — — 46,252 — — 1.30% $1.6M 2025-03-04 $35.37

🏢 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% Peterson Wealth Advisors, LLC 3Y 7Y 11.42% Macco Financial Group, Inc. 11.02% Xena Financial Planning, LLC 10.7% Auour Investments LLC 10.54%

FAQ About Comprehensive Money Management Services LLC and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Money Management Services LLC reported owning SPDW?

Comprehensive Money Management Services LLC reported SPDW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPDW position in Comprehensive Money Management Services LLC's portfolio?

The largest reported portfolio weight for SPDW was 1.43% in 2025 Q2.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Money Management Services LLC reported 45,597 shares, equal to 1.37% of portfolio, with an estimated market value of $2.1M.

What does the chart on this SPDW ownership page compare?

The chart compares Comprehensive Money Management Services LLC'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 Comprehensive Money Management Services LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, Comprehensive Money Management Services LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SPDW relative to SPY over the holding period was +6.0%.

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