SEC 13F Intelligence

Center For Financial Planning, Inc. / SPDW

Center For Financial Planning, Inc.’s Spdr Index Shs Fds Position

Does Center For Financial Planning, Inc. own Spdr Index Shs Fds (SPDW)? Yes1.61M shares worth $74M (+7.68% of its 13F portfolio) as of Q1 2026, up from 124 shares the prior filed quarter.

Position Value
$74M
Q1 2026
Shares
1.61M
% of Portfolio
+7.68%
Quarters Held
7
currently held

Position History SPDW

Reported value by quarter
Q3 ’22: $4,000Q3 ’22Q4 ’24: $4,233Q4 ’24Q1 ’25: $4,515Q1 ’25Q2 ’25: $5,021Q2 ’25Q3 ’25: $5,306Q3 ’25Q4 ’25: $5,507Q4 ’25Q1 ’26: $74MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.61M$74M+7.68%
Q4 2025124$5,5070.00%
Q3 2025124$5,3060.00%
Q2 2025124$5,0210.00%
Q1 2025124$4,5150.00%
Q4 2024124$4,2330.00%
Q3 2022171$4,0000.00%

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