Fiduciary Alliance LLC SPDW — SPDR S&P World ex-US

Ownership history in Fiduciary Alliance LLC  ·  14 quarters on record

AI Ownership Summary

Fiduciary Alliance LLC reported SPDR S&P World ex-US (SPDW) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2023 Q4. The latest visible filing shows SPDW at 1.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiduciary Alliance LLC's position in SPDR S&P World ex-US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPDW was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPDW stock page Fiduciary Alliance LLC fund profile Fiduciary Alliance LLC full holdings
How Fiduciary Alliance LLC held SPDW — position size vs. price
% of Fund (quarterly)    SPDW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 592,378 +42,280 +7.7% 1.75% $29.0M 2026-04-20 $49.32
2025 Q4 ADDED — — — 550,098 +38,181 +7.5% 1.60% $24.4M 2026-01-22 $46.41
2025 Q3 ADDED — — — 511,917 +38,722 +8.2% 1.47% $21.9M 2025-10-08 $42.68
2025 Q2 ADDED — — — 473,195 +6,556 +1.4% 1.43% $19.2M 2025-07-09 $39.98
2025 Q1 REDUCED — — — 466,639 -1,915 -0.4% 1.67% $17.0M 2025-04-09 $33.86
2024 Q4 ADDED — — — 468,554 +9,771 +2.1% 1.62% $16.0M 2025-01-13 $32.68
2024 Q3 ADDED — — — 458,783 +23,528 +5.4% 2.29% $17.2M 2024-10-11 $35.28
2024 Q2 REDUCED — — — 435,255 -11,787 -2.6% 2.49% $15.3M 2024-07-10 $34.38
2024 Q1 ADDED — — — 447,042 +3,894 +0.9% 2.81% $16.0M 2024-04-17 $32.03
2023 Q4 ADDED — — — 443,148 +12,579 +2.9% 2.97% $15.1M 2024-01-17 $30.74
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPDW

As of 2026 Q1 — sorted by position size

TTP Investments, Inc. 3Y 7Y 21.26% Auto-Owners Insurance Co 3Y 18.77% McNamara Financial Services, Inc. 3Y 7Y 18.11% Stadion Money Management, LLC 3Y 7Y 18.08% TRUEFG, LLC 3Y 16.68% Strategies Wealth Advisors, LLC 16.48% Higgins & Schmidt Wealth Strategies LLC 14.04% Treasure Coast Financial Planning 3Y 13.0% LANDMARK WEALTH MANAGEMENT, INC. 12.42% Palatine Hill Wealth Management, LLC 11.54%

FAQ About Fiduciary Alliance LLC and SPDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiduciary Alliance LLC reported owning SPDW?

Fiduciary Alliance LLC reported SPDW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPDW position in Fiduciary Alliance LLC's portfolio?

The largest reported portfolio weight for SPDW was 2.97% in 2023 Q4.

What is the latest reported SPDW position on this page?

The most recent filing on this page is 2026 Q1, when Fiduciary Alliance LLC reported 592,378 shares, equal to 1.75% of portfolio, with an estimated market value of $29.0M.

What does the chart on this SPDW ownership page compare?

The chart compares Fiduciary Alliance LLC's quarterly SPDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fiduciary Alliance LLC time their SPDW position?

Based on 13F filing dates vs. subsequent SPDW price moves, Fiduciary Alliance LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on SPDW relative to SPY over the holding period was -3.3%.

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