SPDW SPDR INDEX SHS FDS

Ownership history in WRAPMANAGER INC  ·  32 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC 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
5.53% (2025 Q4)
Avg. % of fund
2.56%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 368,187 -11,117 -2.9% 5.53% $16.4M $44.41
2025 Q3 REDUCED 379,304 -47,904 -11.2% 5.00% $16.2M $42.03
2025 Q2 ADDED 427,208 +36,085 +9.2% 4.21% $17.3M $39.77
2025 Q1 ADDED 391,123 +20,243 +5.5% 3.74% $14.2M $35.16
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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