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Showing 8 of 24 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in SPDR INDEX SHS FDS

BENJAMIN EDWARDS INC holds 3.4M shares of SPDW (SPDR INDEX SHS FDS), worth $169.2M as of 2026-Q2. The position was decreased (-13.4% shares). SPDW represents 1.5% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$169.2M

Current Shares

3.4M

Total Value Change

+$103.5M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.4M
-13.4%
$169.2M1.5%$50.39
0
2026-Q1
Decreased
3.9M
-3.7%
$176.9M1.8%$47.38
0
2025-Q4
Increased
4M
+8.9%
$178.7M2.0%$44.60
52
2025-Q3
Increased
3.7M
+20.6%
$158.1M1.8%$41.89
57
2025-Q2
New
3.1M
-
$124M1.6%$39.66
69
2025-Q1
Exited
0
-100.0%
$00.0%$35.47
0
2024-Q4
Decreased
1.6M
-8.7%
$54.5M0.8%$32.99
0
2024-Q3
Increased
1.7M
+1732.2%
$65.7M1.0%$35.93
67

Other major holders of SPDW: Creative Planning

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