SPDW — SPDR INDEX SHS FDS

Ownership history in Second Line Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Second Line Capital, 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
10.5% (2023 Q4)
Avg. % of fund
5.92%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 592,352 +8,954 +1.5% 5.41% $26.3M $44.41
2025 Q3 ADDED 583,398 +3,349 +0.6% 5.17% $25.0M $42.03
2025 Q2 ADDED 580,049 +13,961 +2.5% 5.46% $23.5M $39.77
2025 Q1 ADDED 566,088 +21,138 +3.9% 5.31% $20.6M $35.16
5 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%
← Back to Second Line Capital, LLC Holdings