Ownership history in CVFG LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CVFG LLC reported a position in SPDR INDEX SHS FDS (CWI). 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 | 175,930 | +7,129 | +4.2% | 4.33% | $6.3M | $35.92 |
| 2025 Q3 | ADDED | 168,801 | +6,004 | +3.7% | 4.26% | $5.9M | $34.30 |
| 2025 Q2 | ADDED | 162,797 | +8,366 | +5.4% | 4.22% | $5.3M | $32.08 |
| 2025 Q1 | ADDED | 154,431 | +10,649 | +7.4% | 4.15% | $4.6M | $28.65 |
As of 2025 Q4 — sorted by position size