SPDW — SPDR INDEX SHS FDS

Ownership history in True Wealth Design, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, 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
0.09% (2022 Q4)
Avg. % of fund
0.06%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 160 -5,889 -97.4% 0.00% $7K $42.03
2024 Q2 UNCHANGED 6,049 — 0% 0.05% $212K $33.41
2024 Q1 UNCHANGED 6,049 — 0% 0.05% $217K $33.54
2023 Q4 UNCHANGED 6,049 — 0% 0.06% $206K $31.83
2023 Q3 REDUCED 6,049 -576 -8.7% 0.06% $188K $28.72
2023 Q2 UNCHANGED 6,625 — 0% 0.08% $216K $30.13
2023 Q1 UNCHANGED 6,625 — 0% 0.09% $213K $29.23
2022 Q4 INITIATED 6,625 — — 0.09% $197K —
% 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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