SPDW — SPDR INDEX SHS FDS

Ownership history in Wealth Quarterback LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Quarterback 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
3.26% (2023 Q3)
Avg. % of fund
1.2%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,469 -40 -0.5% 0.12% $320K $42.03
2025 Q2 REDUCED 7,509 -535 -6.7% 0.14% $304K $39.77
2025 Q1 REDUCED 8,044 -528 -6.2% 0.16% $293K $35.16
2024 Q4 REDUCED 8,572 -80,535 -90.4% 0.14% $293K $32.96
5 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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