WDIV SPDR INDEX SHS FDS

Ownership history in Slagle Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, LLC reported a position in SPDR INDEX SHS FDS (WDIV). 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
0.17% (2023 Q2)
Avg. % of fund
0.12%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,029 -261 -7.9% 0.08% $229K $75.45
2025 Q3 REDUCED 3,290 -159 -4.6% 0.09% $239K $71.96
2025 Q2 REDUCED 3,449 -263 -7.1% 0.10% $243K $69.10
2025 Q1 REDUCED 3,712 -312 -7.8% 0.11% $242K $62.59
2024 Q4 REDUCED 4,024 -100 -2.4% 0.11% $250K $59.33
2024 Q3 ADDED 4,124 +3 +0.1% 0.12% $275K $63.02
2024 Q2 ADDED 4,121 +51 +1.3% 0.12% $244K $55.35
2024 Q1 REDUCED 4,070 -5,150 -55.9% 0.13% $244K $55.03
2023 Q4 ADDED 9,220 +4,610 +100.0% 0.16% $279K $55.14
2023 Q3 REDUCED 4,610 -151 -3.2% 0.15% $252K $49.16
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WDIV price (monthly, adj. close)
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