How many shares of SPDW does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 873,909 shares of SPDW (SPDR INDEX SHS FDS).

What is Aptus Capital Advisors, LLC's SPDW position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's SPDW position is worth $44M.

Is Aptus Capital Advisors, LLC buying or selling SPDW?

In 2026-Q2, Aptus Capital Advisors, LLC increased their SPDW position (+7.5% change in shares).

When did Aptus Capital Advisors, LLC first buy SPDW?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in SPDW in 2019-Q1. They have held the position across 30 quarters.

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Aptus Capital Advisors, LLC

SPDW
30 quarters

Position history for Aptus Capital Advisors, LLC's holdings in SPDR INDEX SHS FDS

Current Value

$44M

Current Shares

873,909

Total Value Change

+$32.3M

Total Shares Change

+472,663

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	873,909	+7.5%	$44M	0.3%	$50.39	38
2026-Q1	Increased	812,605	+3.0%	$37.1M	0.3%	$47.38	36
2025-Q4	Increased	788,646	+22.2%	$35M	0.3%	$44.60	42
2025-Q3	Decreased	645,427	-11.9%	$27.6M	0.2%	$41.89	0
2025-Q2	Increased	732,670	+7.9%	$29.7M	0.2%	$39.66	37
2025-Q1	Increased	679,267	+11.8%	$24.7M	0.3%	$35.47	38
2024-Q4	Increased	607,611	+6.7%	$20.7M	0.2%	$32.99	36
2024-Q3	Increased	569,443	+8.6%	$21.4M	0.3%	$35.93	37
2024-Q2	Increased	524,189	+4.0%	$18.4M	0.3%	$33.41	35
2024-Q1	Decreased	503,910	-18.5%	$18.1M	0.3%	$33.54	0
2023-Q4	Increased	618,472	+12.4%	$21M	0.6%	$31.83	45
2023-Q3	Increased	550,235	+1063.0%	$17.1M	0.5%	$28.72	54
2023-Q2	Decreased	47,311	-0.3%	$1.5M	0.0%	$29.80	0
2023-Q1	Decreased	47,470	-80.4%	$1.5M	0.0%	$29.06	0
2022-Q4	Decreased	242,461	-93.8%	$7.2M	0.2%	$27.02	0
2022-Q3	Increased	3.9M	+5.6%	$100.2M	2.4%	$23.34	54
2022-Q2	Decreased	3.7M	-0.4%	$106.1M	2.8%	$26.09	0
2022-Q1	Increased	3.7M	+18.6%	$126.5M	3.1%	$30.69	65
2021-Q4	Increased	3.1M	+38.8%	$113.6M	3.4%	$32.16	73
2021-Q3	Increased	2.2M	+136.2%	$81.2M	2.1%	$31.49	82
2021-Q2	Increased	949,481	+12.4%	$34.9M	1.0%	$32.13	51
2021-Q1	Increased	844,517	+104.3%	$29.9M	1.1%	$30.31	73
2020-Q4	Increased	413,352	+4.2%	$14M	0.6%	$29.06	41
2020-Q3	Decreased	396,834	-0.3%	$11.6M	0.6%	$24.86	0
2020-Q2	Increased	398,005	+6.2%	$11M	0.7%	$23.40	42
2020-Q1	Increased	374,758	+7.2%	$9M	0.8%	$20.15	42
2019-Q4	Decreased	349,746	-35.2%	$11M	0.8%	$26.13	0
2019-Q3	Decreased	539,716	-3.7%	$15.8M	0.9%	$24.19	0
2019-Q2	Increased	560,626	+39.7%	$16.6M	2.3%	$24.46	64
2019-Q1	New	401,246	-	$11.7M	2.0%	$23.68	72

Other major holders of SPDW: Creative Planning

SPDW30 quarters

SPDW
30 quarters