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Disclosery

MORGAN STANLEY: SPDW position timeline

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

MORGAN STANLEY held 13,725,633 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,725,633 shares
    Change vs previous 13F -2,754,942 shares

    0.04% of the 13F portfolio, value $691,634,747.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 16,480,575 shares
    Change vs previous 13F +4,564,687 shares

    0.05% of the 13F portfolio, value $752,338,276.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 11,915,888 shares
    Change vs previous 13F +1,725,089 shares

    0.03% of the 13F portfolio, value $529,184,599.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 10,190,799 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $436,064,320.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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