Jdm Financial Group LLC / SPDW
Jdm Financial Group LLC’s Spdr Index Shs Fds Position
Does Jdm Financial Group LLC own Spdr Index Shs Fds (SPDW)? Yes — 744.1K shares worth $27M (+10.35% of its 13F portfolio) as of Q1 2026, up from 654.4K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
744.1K
% of Portfolio
+10.35%
Quarters Held
14
currently held
Position History SPDW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 744.1K | $27M | +10.35% |
| Q4 2025 | 654.4K | $23M | +9.07% |
| Q3 2025 | 546.7K | $23M | +9.68% |
| Q2 2025 | 422.7K | $17M | +8.08% |
| Q1 2025 | 405.0K | $15M | +7.48% |
| Q4 2024 | 383.1K | $13M | +6.80% |
| Q3 2024 | 334.9K | $13M | +6.84% |
| Q2 2024 | 311.8K | $11M | +7.39% |
| Q1 2024 | 284.7K | $10M | +7.44% |
| Q4 2023 | 254.9K | $9M | +7.19% |
| Q3 2023 | 246.2K | $8M | +7.04% |
| Q2 2023 | 254.8K | $8M | +7.20% |
| Q1 2023 | 257.6K | $8M | +7.62% |
| Q4 2022 | 268.6K | $8M | +7.63% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of SPDW.