Algorithmic Investment Models, LLC / SPDW
Algorithmic Investment Models, LLC’s Spdr Index Shs Fds Position
Does Algorithmic Investment Models, LLC own Spdr Index Shs Fds (SPDW)? Not currently — the last reported position was 52.3K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2024
Shares
52.3K
% of Portfolio
+1.38%
Quarters Held
14
position exited
Position History SPDW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 52.3K | $2M | +1.38% |
| Q3 2024 | 49.8K | $2M | +1.37% |
| Q2 2024 | 47.6K | $2M | +1.31% |
| Q1 2024 | 48.5K | $2M | +1.28% |
| Q4 2023 | 49.3K | $2M | +1.27% |
| Q3 2023 | 50.8K | $2M | +1.13% |
| Q2 2023 | 50.2K | $2M | +1.14% |
| Q1 2023 | 53.5K | $2M | +1.19% |
| Q4 2022 | 56.8K | $2M | +1.19% |
| Q4 2021 | 128.3K | $5M | +2.70% |
| Q3 2021 | 142.3K | $5M | +4.41% |
| Q2 2021 | 138.7K | $5M | +5.02% |
| Q1 2021 | 145.0K | $5M | +5.09% |
| Q4 2020 | 125.8K | $4M | +4.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of SPDW.