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
2024 Q4 ADDED 544,950 +18,634 +3.5% 5.01% $18.6M $32.96
2024 Q3 ADDED 526,316 +21,676 +4.3% 5.39% $19.8M $35.77
2024 Q2 ADDED 504,640 +22,751 +4.7% 5.42% $17.7M $33.41
2024 Q1 REDUCED 481,889 -289,827 -37.6% 5.60% $17.3M $33.54
2023 Q4 INITIATED 771,716 10.50% $26.2M
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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