Sensible Money, LLC SPDW — SPDR INDEX SHS FDS

Ownership history in Sensible Money, LLC  ·  8 quarters on record

AI Ownership Summary

Sensible Money, LLC reported SPDR INDEX SHS FDS (SPDW) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q2. The latest visible filing shows SPDW at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Money, LLC's position in SPDR INDEX SHS FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPDW was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDW stock page Sensible Money, LLC fund profile Sensible Money, LLC full holdings
How Sensible Money, LLC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 9,868 — 0% 0.14% $450K 2026-04-21 $48.28
2025 Q4 ADDED — — — 9,868 +172 +1.8% 0.14% $438K 2026-02-09 $48.56
2025 Q3 UNCHANGED — — — 9,696 — 0% 0.14% $415K 2025-11-13 $43.03
2025 Q2 ADDED — — — 9,696 +159 +1.7% 0.15% $393K 2025-08-05 $39.69
2025 Q1 UNCHANGED — — — 9,537 — 0% 0.15% $347K 2025-05-13 $37.37
2024 Q4 ADDED — — — 9,537 +161 +1.7% 0.14% $325K 2025-01-29 $34.38
2024 Q3 UNCHANGED — — — 9,376 — 0% 0.15% $352K 2024-10-16 $34.98
2024 Q2 INITIATED — — — 9,376 — — 0.16% $329K 2024-09-18 $34.88

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 21.26% Auto-Owners Insurance Co 3Y 18.77% McNamara Financial Services, Inc. 3Y 7Y 18.11% TRUEFG, LLC 3Y 16.68% Higgins & Schmidt Wealth Strategies LLC 14.04% LANDMARK WEALTH MANAGEMENT, INC. 12.42% Peterson Wealth Advisors, LLC 3Y 7Y 11.42% BRIGHTON SECURITIES CORP. 11.12% Macco Financial Group, Inc. 11.02% Xena Financial Planning, LLC 10.7%

FAQ About Sensible Money, LLC and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sensible Money, LLC reported owning SPDW?

Sensible Money, LLC reported SPDW across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SPDW position in Sensible Money, LLC's portfolio?

The largest reported portfolio weight for SPDW was 0.16% in 2024 Q2.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when Sensible Money, LLC reported 9,868 shares, equal to 0.14% of portfolio, with an estimated market value of $450K.

What does the chart on this SPDW ownership page compare?

The chart compares Sensible Money, LLC's quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sensible Money, LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, Sensible Money, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SPDW relative to SPY over the holding period was +5.0%.

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