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Disclosery

Financial Engines Advisors L.L.C.: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on SPDW, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 52,021,601 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,021,601 shares
    Change vs previous 13F -3,827,442 shares

    4.65% of the 13F portfolio, value $2,621,368,489.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,849,043 shares
    Change vs previous 13F -1,368,150 shares

    5.18% of the 13F portfolio, value $2,549,508,793.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,217,193 shares
    Change vs previous 13F -1,272,327 shares

    4.81% of the 13F portfolio, value $2,541,015,521.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,489,520 shares
    Change vs previous 13F -1,257,094 shares

    4.78% of the 13F portfolio, value $2,502,766,561.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,746,614 shares
    Change vs previous 13F -5,462,822 shares

    4.83% of the 13F portfolio, value $2,419,140,456.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,209,436 shares
    Change vs previous 13F -1,534,510 shares

    5.09% of the 13F portfolio, value $2,374,275,402.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,743,946 shares
    Change vs previous 13F +4,849,460 shares

    4.79% of the 13F portfolio, value $2,277,970,887.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,894,486 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $2,324,756,884.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).