Investments & Financial Planning, LLC SPDW — SPDR INDEX SHS FDS

Ownership history in Investments & Financial Planning, LLC  ·  17 quarters on record

AI Ownership Summary

Investments & Financial Planning, LLC reported SPDR INDEX SHS FDS (SPDW) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2024 Q1. The latest visible filing shows SPDW at 0.21% 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 Investments & Financial Planning, 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 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 Investments & Financial Planning, LLC fund profile Investments & Financial Planning, LLC full holdings
How Investments & Financial Planning, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6.1% +11.3% ❌ 8,495 -548 -6.1% 0.21% $388K 2026-05-11 $49.71
2025 Q4 REDUCED 6.8% +2.8% ❌ 9,043 -662 -6.8% 0.22% $402K 2026-02-23 $48.44
2025 Q3 REDUCED 16.1% +6.1% ❌ 9,705 -1,860 -16.1% 0.22% $415K 2025-11-13 $42.43
2025 Q2 REDUCED — — — 11,565 -36 -0.3% 0.27% $468K 2025-08-12 $40.22
2025 Q1 ADDED — — — 11,601 +1,058 +10.0% 0.27% $422K 2025-04-30 $36.05
2024 Q4 REDUCED — — — 10,543 -271 -2.5% 0.22% $360K 2025-01-28 $33.92
2024 Q3 REDUCED — — — 10,814 -1 -0.0% 0.26% $406K 2024-10-15 $34.35
2024 Q2 REDUCED 6.4% +7.1% ❌ 10,815 -744 -6.4% 0.25% $379K 2024-07-18 $33.74
2024 Q1 REDUCED — — — 11,559 -533 -4.4% 0.28% $414K 2024-05-03 $32.70
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2026 Q2 — sorted by position size

McNamara Financial Services, Inc. 3Y 7Y 18.17% Auto-Owners Insurance Co 3Y 17.33% TRUEFG, LLC 3Y 16.3% Higgins & Schmidt Wealth Strategies LLC 14.16% BRIGHTON SECURITIES CORP. 11.17% Clear Retirement Advice LLC 10.65% Auour Investments LLC 3Y 10.54% Xena Financial Planning, LLC 10.18% JNBA Financial Advisors 3Y 7Y 9.27% Delta Wealth Advisors LLC 9.27%

FAQ About Investments & Financial Planning, 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 Investments & Financial Planning, LLC reported owning SPDW?

Investments & Financial Planning, LLC reported SPDW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SPDW position in Investments & Financial Planning, LLC's portfolio?

The largest reported portfolio weight for SPDW was 0.28% in 2024 Q1.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when Investments & Financial Planning, LLC reported 8,495 shares, equal to 0.21% of portfolio, with an estimated market value of $388K.

What does the chart on this SPDW ownership page compare?

The chart compares Investments & Financial Planning, 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 Investments & Financial Planning, LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, Investments & Financial Planning, LLC correctly timed 4 out of 16 reported position changes (25%). The annualised alpha on SPDW relative to SPY over the holding period was -2.0%.

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