SPDW β€” SPDR INDEX SHS FDS

Ownership history in Insight Advisors, LLC/ PA  Β·  21 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported SPDR INDEX SHS FDS (SPDW) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2024 Q2. The latest visible filing shows SPDW at 1.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA'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
2025 Q4

SPDW was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Insight Advisors, LLC/ PA held SPDW β€” position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 150,719 +1,291 +0.9% 1.01% $6.7M 2026-02-14 (Est.) $48.82
2025 Q3 REDUCED 149,428 -7 -0.0% 0.98% $6.4M 2025-11-10 $43.01
2025 Q2 REDUCED 149,435 -27,173 -15.4% 0.97% $6.1M 2025-07-30 $39.61
2025 Q1 REDUCED 176,608 -86 -0.0% 1.12% $6.4M 2025-04-11 $34.15
2024 Q4 ADDED 176,694 +17,491 +11.0% 1.02% $6.0M 2025-01-27 $34.42
2024 Q3 REDUCED 159,203 -19,486 -10.9% 1.03% $6.0M 2024-10-15 $34.84
2024 Q2 ADDED 178,689 +51,460 +40.4% 1.13% $6.3M 2024-07-15 $34.55
2024 Q1 ADDED 127,229 +67,015 +111.3% 0.88% $4.6M 2024-05-06 $33.41
2023 Q4 REDUCED 60,214 -3,172 -5.0% 0.43% $2.0M 2024-01-23 $31.15
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and SPDW

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

How long has Insight Advisors, LLC/ PA reported owning SPDW?

Insight Advisors, LLC/ PA reported SPDW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPDW position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for SPDW was 1.13% in 2024 Q2.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 150,719 shares, equal to 1.01% of portfolio, with an estimated market value of $6.7M.

What does the chart on this SPDW ownership page compare?

The chart compares Insight Advisors, LLC/ PA'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.

← Back to Insight Advisors, LLC/ PA Holdings