SPDW SPDR INDEX SHS FDS

Ownership history in Security Financial Services, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. 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
3.2% (2023 Q2)
Avg. % of fund
1.91%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,641 +6,335 +2.9% 1.55% $9.9M $44.41
2025 Q3 ADDED 216,306 +8,714 +4.2% 1.50% $9.3M $42.03
2025 Q2 REDUCED 207,592 -2,298 -1.1% 1.48% $8.4M $39.77
2025 Q1 REDUCED 209,890 -2,521 -1.2% 1.52% $7.6M $35.16
2024 Q4 ADDED 212,411 +3,560 +1.7% 1.48% $7.2M $32.96
2024 Q3 REDUCED 208,851 -4,986 -2.3% 1.60% $7.8M $35.77
2024 Q2 REDUCED 213,837 -16,513 -7.2% 1.63% $7.5M $33.41
2024 Q1 ADDED 230,350 +15,084 +7.0% 1.86% $8.3M $33.54
2023 Q4 REDUCED 215,266 -116,700 -35.2% 1.80% $7.3M $31.83
2023 Q3 REDUCED 331,966 -14,814 -4.3% 2.91% $10.3M $28.72
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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