Ownership history in TRUEFG, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TRUEFG, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,385,208 | -7,472 | -0.5% | 16.51% | $61.5M | $44.41 |
| 2025 Q3 | ADDED | 1,392,680 | +22,893 | +1.7% | 16.46% | $59.6M | $42.03 |
| 2025 Q2 | ADDED | 1,369,787 | +14,315 | +1.1% | 16.48% | $55.5M | $39.77 |
| 2025 Q1 | REDUCED | 1,355,472 | -33,003 | -2.4% | 16.24% | $49.4M | $35.16 |
As of 2025 Q4 — sorted by position size