Ownership history in Rosenberg Matthew Hamilton · 24 quarters on record
This page tracks every 13F SEC filing in which Rosenberg Matthew Hamilton 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 240,776 | +319 | +0.1% | 2.21% | $10.7M | $44.41 |
| 2025 Q3 | REDUCED | 240,457 | -4,152 | -1.7% | 2.22% | $10.3M | $42.03 |
| 2025 Q2 | ADDED | 244,609 | +11,939 | +5.1% | 2.30% | $9.9M | $39.77 |
| 2025 Q1 | ADDED | 232,670 | +6,844 | +3.0% | 2.12% | $8.5M | $35.16 |
| 2024 Q4 | ADDED | 225,826 | +9,987 | +4.6% | 2.00% | $7.7M | $32.96 |
| 2024 Q3 | ADDED | 215,839 | +8,846 | +4.3% | 2.12% | $8.1M | $35.77 |
| 2024 Q2 | REDUCED | 206,993 | -1,395 | -0.7% | 2.15% | $7.3M | $33.41 |
| 2024 Q1 | REDUCED | 208,388 | -750 | -0.4% | 2.15% | $7.4M | $33.54 |
| 2023 Q4 | REDUCED | 209,138 | -1,185 | -0.6% | 2.19% | $7.1M | $31.83 |
| 2023 Q3 | ADDED | 210,323 | +3,462 | +1.7% | 2.17% | $6.5M | $28.72 |
As of 2025 Q4 — sorted by position size