SPDW — SPDR INDEX SHS FDS

Ownership history in Compton Financial Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, 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
7.58% (2025 Q4)
Avg. % of fund
7.36%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 753,891 +30,837 +4.3% 7.58% $33.5M $44.41
2025 Q3 ADDED 723,054 +19,278 +2.7% 7.45% $30.9M $42.03
2025 Q2 ADDED 703,776 +34,793 +5.2% 7.41% $28.5M $39.77
2025 Q1 INITIATED 668,983 — — 7.01% $24.4M $35.16
% 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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