RWX — SPDR INDEX SHS FDS

Ownership history in CWM, LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in SPDR INDEX SHS FDS (RWX). 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
0.01% (2016 Q1)
Avg. % of fund
0.0%
First filed
2016 Q1
Last filed
2025 Q3
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 511 -1,228 -70.6% 0.00% $14K $27.54
2025 Q2 REDUCED 1,739 -1,685 -49.2% 0.00% $48K $26.86
2025 Q1 ADDED 3,424 +1,668 +95.0% 0.00% $84K $23.76
2024 Q4 UNCHANGED 1,756 — 0% 0.00% $40K $22.18
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RWX price (monthly, adj. close)

Other funds also holding RWX

As of 2025 Q4 — sorted by position size

Risk Paradigm Group, LLC 3Y 7Y 2.51% OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 7Y 1.66% Innova Wealth Partners 3Y 1.2% Upper Left Wealth Management, LLC 3Y 0.68% RPg Family Wealth Advisory, LLC 3Y 7Y 0.53% SACHEM HILL LLC 0.5% AWM CAPITAL, LLC 3Y 0.34% Lexington Hill Partners, LLC 0.26% Baker Avenue Asset Management, LP 3Y 7Y 0.25% MARYLAND CAPITAL ADVISORS INC. 3Y 0.14%
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