SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / SPDW

Edmonds Duncan Registered Investment Advisors, LLC’s Spdr Index Shs Fds Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Spdr Index Shs Fds (SPDW)? Yes906.1K shares worth $34M (+7.45% of its 13F portfolio) as of Q3 2024, up from 852.2K shares the prior filed quarter.

Position Value
$34M
Q3 2024
Shares
906.1K
% of Portfolio
+7.45%
Quarters Held
19
currently held

Position History SPDW

Reported value by quarter
Q1 ’20: $14MQ1 ’20Q2 ’20: $17MQ3 ’20: $18MQ4 ’20: $22MQ4 ’20Q1 ’21: $22MQ2 ’21: $23MQ3 ’21: $24MQ3 ’21Q4 ’21: $25MQ1 ’22: $25MQ2 ’22: $21MQ2 ’22Q3 ’22: $20MQ4 ’22: $23MQ1 ’23: $25MQ1 ’23Q2 ’23: $26MQ3 ’23: $27MQ4 ’23: $29MQ4 ’23Q1 ’24: $31MQ2 ’24: $30MQ3 ’24: $34MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024906.1K$34M+7.45%
Q2 2024852.2K$30M+7.29%
Q1 2024872.6K$31M+7.85%
Q4 2023862.8K$29M+7.62%
Q3 20238.58M$27M+7.47%
Q2 2023792.9K$26M+7.75%
Q1 2023773.7K$25M+7.69%
Q4 2022770.8K$23M+7.46%
Q3 2022772.6K$20M+7.05%
Q2 2022735.1K$21M+7.28%
Q1 2022717.1K$25M+7.18%
Q4 2021695.5K$25M+6.59%
Q3 2021659.4K$24M+7.26%
Q2 2021630.2K$23M+7.21%
Q1 2021610.9K$22M+7.16%
Q4 2020611.2K$22M+7.22%
Q3 2020616.8K$18M+7.52%
Q2 2020613.8K$17M+7.36%
Q1 2020602.7K$14M+7.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of SPDW.