SPDW SPDR INDEX SHS FDS

Ownership history in Equitable Holdings, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, 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.

Peak position
1.24% (2023 Q2)
Avg. % of fund
0.59%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,585,420 +220,957 +9.3% 0.78% $114.8M $44.41
2025 Q3 ADDED 2,364,463 +71,531 +3.1% 0.74% $101.2M $42.03
2025 Q2 REDUCED 2,292,932 -36,330 -1.6% 0.77% $92.8M $39.77
2025 Q1 REDUCED 2,329,262 -401,010 -14.7% 0.81% $84.8M $35.16
2024 Q4 REDUCED 2,730,272 -163,756 -5.7% 0.89% $93.2M $32.96
2024 Q3 ADDED 2,894,028 +126,678 +4.6% 1.05% $108.7M $35.77
2024 Q2 ADDED 2,767,350 +330,846 +13.6% 1.02% $97.1M $33.41
2024 Q1 ADDED 2,436,504 +188,235 +8.4% 0.98% $87.3M $33.54
2023 Q4 ADDED 2,248,269 +91,810 +4.3% 0.94% $76.5M $31.83
2023 Q3 REDUCED 2,156,459 -490,321 -18.5% 0.96% $66.9M $28.72
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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