Ownership history in Collaborative Wealth Managment Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in SPDR INDEX SHS FDS (SPDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 243,839 | +29,756 | +13.9% | 3.82% | $10.8M | $44.41 |
| 2025 Q3 | ADDED | 214,083 | +24,772 | +13.1% | 3.71% | $9.2M | $42.03 |
| 2025 Q2 | ADDED | 189,311 | +23,982 | +14.5% | 3.34% | $7.7M | $39.77 |
| 2025 Q1 | ADDED | 165,329 | +2,023 | +1.2% | 2.82% | $6.0M | $35.16 |
| 2024 Q4 | ADDED | 163,306 | +9,368 | +6.1% | 2.53% | $5.6M | $32.96 |
| 2024 Q3 | ADDED | 153,938 | +7,817 | +5.3% | 2.61% | $5.8M | $35.77 |
| 2024 Q2 | ADDED | 146,121 | +6,282 | +4.5% | 2.51% | $5.1M | $33.41 |
| 2024 Q1 | ADDED | 139,839 | +8,807 | +6.7% | 2.51% | $5.0M | $33.54 |
| 2023 Q4 | ADDED | 131,032 | +5,511 | +4.4% | 2.41% | $4.5M | $31.83 |
| 2023 Q3 | ADDED | 125,521 | +10,581 | +9.2% | 2.32% | $3.9M | $28.72 |
As of 2025 Q4 — sorted by position size