Key FInancial Inc DWX — SPDR INDEX SHS FDS

Ownership history in Key FInancial Inc  ·  16 quarters on record

AI Ownership Summary

Key FInancial Inc reported SPDR INDEX SHS FDS (DWX) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows DWX at 0.20% 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 DWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc'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

DWX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
2023 Q4 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.

DWX stock page Key FInancial Inc fund profile Key FInancial Inc full holdings
How Key FInancial Inc held DWX — position size vs. price
% of Fund (quarterly)    DWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,280 -68 -0.3% 0.20% $1.1M 2026-04-24 $46.15
2025 Q4 REDUCED — — — 24,348 -92 -0.4% 0.20% $1.1M 2026-02-09 $46.93
2025 Q3 UNCHANGED — — — 24,440 — 0% 0.19% $1.0M 2025-11-05 $41.80
2025 Q2 REDUCED — — — 24,440 -120 -0.5% 0.21% $1.0M 2025-08-05 $40.74
2025 Q1 ADDED — — — 24,560 +715 +3.0% 0.21% $942K 2025-05-01 $38.91
2024 Q4 UNCHANGED — — — 23,845 — 0% 0.19% $834K 2025-01-31 $33.87
2024 Q3 REDUCED — — — 23,845 -260 -1.1% 0.20% $916K 2024-10-29 $34.65
2024 Q2 REDUCED 5.5% +13.0% ❌ 24,105 -1,415 -5.5% 0.20% $830K 2024-07-30 $33.60
2024 Q1 UNCHANGED — — — 25,520 — 0% 0.25% $907K 2024-05-01 $31.35
2023 Q4 UNCHANGED — — — 25,520 — 0% 0.25% $907K 2024-01-31 $31.96
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DWX

As of 2026 Q1 — sorted by position size

PARTNERS WEALTH MANAGEMENT, LLC 1.04% Red Tortoise LLC 3Y 0.93% WINEBRENNER CAPITAL MANAGEMENT LLC 0.6% WealthPoint Financial, LLC 0.25% Infinity Wealth Counsel, LLC 0.19% KOM Wealth Management Group, LLC 3Y 0.15% Creekside Partners 0.13% Hardin Capital Partners, LLC 0.1% Heartwood Wealth Advisors LLC 3Y 0.1% Curbstone Financial Management Corp 3Y 7Y 0.09%

FAQ About Key FInancial Inc and DWX

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

How long has Key FInancial Inc reported owning DWX?

Key FInancial Inc reported DWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DWX position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for DWX was 0.25% in 2024 Q1.

What is the latest reported DWX position on this page?

The most recent filing on this page is 2026 Q1, when Key FInancial Inc reported 24,280 shares, equal to 0.20% of portfolio, with an estimated market value of $1.1M.

What does the chart on this DWX ownership page compare?

The chart compares Key FInancial Inc's quarterly DWX 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 Key FInancial Inc time their DWX position?

Based on 13F filing dates vs. subsequent DWX price moves, Key FInancial Inc correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on DWX relative to SPY over the holding period was -3.8%.

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