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Disclosery

SWS Partners: SPYD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWS Partners on SPYD, newest first. How the timeline and the estimate are built.

SWS Partners held 207,359 SPYD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,359 shares
    Change vs previous 13F -34,672 shares

    2.14% of the 13F portfolio, value $9,893,113.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 242,031 shares
    Change vs previous 13F -4,184 shares

    2.72% of the 13F portfolio, value $11,017,241.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 246,215 shares
    Change vs previous 13F +2,550 shares

    2.57% of the 13F portfolio, value $10,648,817.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 243,665 shares
    Change vs previous 13F +25,174 shares

    2.62% of the 13F portfolio, value $10,721,272.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 218,491 shares
    Change vs previous 13F +3,143 shares

    2.5% of the 13F portfolio, value $9,272,796.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 215,348 shares
    Change vs previous 13F -4,025 shares

    3.13% of the 13F portfolio, value $9,531,307.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 219,373 shares
    Change vs previous 13F +52,626 shares

    2.87% of the 13F portfolio, value $9,485,674.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 166,747 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $7,611,971.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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