SPDW — SPDR INDEX SHS FDS

Ownership history in Lifeworks Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, 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
6.56% (2025 Q4)
Avg. % of fund
3.46%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,140,637 +105,354 +10.2% 6.56% $50.7M $44.41
2025 Q3 ADDED 1,035,283 +133,328 +14.8% 5.90% $44.3M $42.03
2025 Q2 ADDED 901,955 +84,531 +10.3% 5.45% $36.5M $39.77
2025 Q1 ADDED 817,424 +106,786 +15.0% 4.95% $29.8M $35.16
8 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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