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Plante Moran Financial Advisors, LLC: SPDW position timeline

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

Plante Moran Financial Advisors, LLC held 313,282 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,282 shares
    Change vs previous 13F -7,130 shares

    0.73% of the 13F portfolio, value $15,786,298.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial Advisors, LLC
    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 320,412 shares
    Change vs previous 13F -29,186 shares

    0.95% of the 13F portfolio, value $14,626,809.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial Advisors, LLC
    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 349,598 shares
    Change vs previous 13F -8,486 shares

    0.98% of the 13F portfolio, value $15,525,649.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial Advisors, LLC
    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 358,084 shares
    Change vs previous 13F +11,411 shares

    0.96% of the 13F portfolio, value $15,322,414.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial Advisors, LLC
    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 346,673 shares
    Change vs previous 13F +9,177 shares

    0.99% of the 13F portfolio, value $14,036,790.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial Advisors, LLC
    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 337,496 shares
    Change vs previous 13F -59,438 shares

    1.06% of the 13F portfolio, value $12,288,238.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial Advisors, LLC
    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 396,934 shares
    Change vs previous 13F -24,028 shares

    1.13% of the 13F portfolio, value $13,547,365.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial Advisors, LLC
    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 420,962 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $15,811,338.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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