SEC 13F Intelligence

Ten Capital Wealth Advisors, LLC / SPDW

Ten Capital Wealth Advisors, LLC’s Spdr Index Shs Fds Position

Does Ten Capital Wealth Advisors, LLC own Spdr Index Shs Fds (SPDW)? Yes — 166.2K shares worth $5M (+1.57% of its 13F portfolio) as of Q2 2023, up from 163.1K shares the prior filed quarter.

Position Value
$5M
Q2 2023
Shares
166.2K
% of Portfolio
+1.57%
Quarters Held
11
currently held

Position History SPDW

Reported value by quarter
Q4 ’20: $375,000Q4 ’20Q1 ’21: $673,000Q2 ’21: $1MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023166.2K$5M+1.57%
Q1 2023163.1K$5M+1.70%
Q4 2022159.0K$5M+1.89%
Q3 2022153.6K$4M+1.80%
Q2 2022151.2K$4M+1.90%
Q1 2022165.3K$6M+2.37%
Q4 202198.6K$4M+1.47%
Q3 202176.6K$3M+1.30%
Q2 202135.2K$1M+0.29%
Q1 202119.0K$673,000+0.16%
Q4 202011.1K$375,000+0.10%

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