O'connor Financial Group LLC / SPDW
O'connor Financial Group LLC’s Spdr Index Shs Fds Position
Does O'connor Financial Group LLC own Spdr Index Shs Fds (SPDW)? Yes — 291.3K shares worth $13M (+5.44% of its 13F portfolio) as of Q1 2026, up from 290.4K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
291.3K
% of Portfolio
+5.44%
Quarters Held
13
currently held
Position History SPDW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 291.3K | $13M | +5.44% |
| Q4 2025 | 290.4K | $14M | +5.41% |
| Q3 2025 | 293.0K | $13M | +5.26% |
| Q2 2025 | 288.5K | $12M | +5.17% |
| Q1 2025 | 291.0K | $11M | +5.51% |
| Q4 2024 | 279.4K | $10M | +4.98% |
| Q3 2024 | 269.1K | $10M | +5.31% |
| Q2 2024 | 249.6K | $9M | +5.09% |
| Q1 2024 | 244.9K | $9M | +5.23% |
| Q4 2023 | 211.3K | $7M | +4.44% |
| Q3 2023 | 193.2K | $6M | +4.10% |
| Q2 2023 | 175.2K | $6M | +3.93% |
| Q1 2023 | 161.5K | $5M | +3.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of SPDW.