SPDW — SPDR INDEX SHS FDS

Ownership history in SYM FINANCIAL Corp  ·  5 quarters on record

This page tracks every 13F SEC filing in which SYM FINANCIAL Corp 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
0.46% (2025 Q4)
Avg. % of fund
0.21%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 101,889 +32,736 +47.3% 0.46% $4.5M $44.41
2025 Q3 ADDED 69,153 +12,351 +21.7% 0.32% $3.0M $42.03
2025 Q2 ADDED 56,802 +55,505 +4279.5% 0.26% $2.3M $39.77
2024 Q2 ADDED 1,297 +1,036 +396.9% 0.01% $45K $33.41
1 older quarter 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%
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