SPDW — SPDR INDEX SHS FDS

Ownership history in Ignite Planners, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, 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
1.57% (2024 Q3)
Avg. % of fund
1.32%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 183,304 -2,026 -1.1% 1.32% $8.6M $44.41
2025 Q3 REDUCED 185,330 -567 -0.3% 1.30% $7.9M $42.03
2025 Q2 ADDED 185,897 +3,619 +2.0% 1.29% $7.5M $39.77
2025 Q1 REDUCED 182,278 -10,188 -5.3% 1.35% $6.9M $35.16
6 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%
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