SPDW — SPDR INDEX SHS FDS

Ownership history in Values Added Financial LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Values Added Financial 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
9.95% (2023 Q3)
Avg. % of fund
7.63%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 398,570 +3,692 +0.9% 7.47% $17.7M $44.41
2025 Q3 ADDED 394,878 +22,275 +6.0% 7.51% $16.9M $42.03
2025 Q2 ADDED 372,603 +55,911 +17.7% 7.31% $15.1M $39.77
2025 Q1 ADDED 316,692 +19,764 +6.7% 6.39% $11.5M $35.16
7 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%
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