SPDW — SPDR INDEX SHS FDS

Ownership history in Trinity Wealth Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Trinity Wealth Management, 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
1.28% (2023 Q1)
Avg. % of fund
0.98%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 63,640 +5,324 +9.1% 1.04% $2.8M $44.41
2025 Q3 REDUCED 58,316 -421 -0.7% 0.94% $2.5M $42.03
2025 Q2 ADDED 58,737 +1,683 +2.9% 0.94% $2.4M $39.77
2025 Q1 REDUCED 57,054 -96 -0.2% 0.95% $2.1M $35.16
20 older quarters 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%
← Back to Trinity Wealth Management, LLC Holdings