SEC 13F Intelligence

Roble, Belko & Company, Inc / SPDW

Roble, Belko & Company, Inc’s Spdr Index Shs Fds Position

Does Roble, Belko & Company, Inc own Spdr Index Shs Fds (SPDW)? Yes — 260.0K shares worth $12M (+1.51% of its 13F portfolio) as of Q1 2026, down from 276.3K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
260.0K
% of Portfolio
+1.51%
Quarters Held
17
currently held

Position History SPDW

Reported value by quarter
Q4 ’21: $233,000Q4 ’21Q1 ’22: $219,000Q2 ’22: $184,000Q3 ’22: $165,000Q3 ’22Q4 ’22: $190,000Q1 ’23: $205,000Q2 ’23: $208,000Q2 ’23Q3 ’23: $198,000Q4 ’23: $217,000Q2 ’24: $9MQ2 ’24Q3 ’24: $9MQ4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $9MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026260.0K$12M+1.51%
Q4 2025276.3K$12M+1.61%
Q3 2025274.8K$12M+1.59%
Q2 2025218.9K$9M+1.29%
Q1 2025213.8K$8M+1.24%
Q4 2024228.6K$8M+1.24%
Q3 2024226.8K$9M+1.34%
Q2 2024259.9K$9M+1.53%
Q4 20236.4K$217,000+0.04%
Q3 20236.4K$198,000+0.04%
Q2 20236.4K$208,000+0.04%
Q1 20236.4K$205,000+0.04%
Q4 20226.4K$190,000+0.04%
Q3 20226.4K$165,000+0.04%
Q2 20226.4K$184,000+0.04%
Q1 20226.4K$219,000+0.04%
Q4 20216.4K$233,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Roble, Belko & Company, Inc’s full portfolio or all institutional holders of SPDW.