LGLV — SPDR SERIES TRUST

Ownership history in CWM, LLC · 23 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in SPDR SERIES TRUST (LGLV). 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.

Peak position

0.86% (2025 Q4)

Avg. % of fund

0.16%

First filed

2019 Q3

Last filed

2025 Q4

Quarters held

23

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	1,804,160	+280,101	+18.4%	0.86%	$316.8M	$175.57
2025 Q3	ADDED	1,524,059	+143,448	+10.4%	0.82%	$271.5M	$177.20
2025 Q2	ADDED	1,380,611	+565,980	+69.5%	0.85%	$241.1M	$172.84
2025 Q1	ADDED	814,631	+474,766	+139.7%	0.57%	$141.8M	$171.44

% of Fund (quarterly) LGLV price (monthly, adj. close)

Other funds also holding LGLV

As of 2025 Q4 — sorted by position size

Syntegra Private Wealth Group, LLC 3Y 10.37% DORVAL Corp 6.93% Portland Financial Advisors Inc 2.26% Baltimore-Washington Financial Advisors, Inc. 3Y 7Y 2.16% HF Advisory Group, LLC 3Y 2.05% Gerber Kawasaki Wealth & Investment Management 3Y 7Y 1.93% Legacy Advisory Services, LLC 1.42% Tempo Wealth, LLC 1.25% McNaughton Wealth Management, LLC 3Y 0.98% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.83%

← Back to CWM, LLC Holdings