SPDW SPDR INDEX SHS FDS

Ownership history in CWM, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC 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.

Peak position
2.02% (2025 Q2)
Avg. % of fund
0.72%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,520,557 +886,729 +6.1% 1.87% $689.3M $44.41
2025 Q3 ADDED 14,633,828 +452,210 +3.2% 1.88% $626.2M $42.03
2025 Q2 ADDED 14,181,618 +1,213,244 +9.4% 2.02% $574.2M $39.77
2025 Q1 ADDED 12,968,374 +425,898 +3.4% 1.88% $472.2M $35.16
2024 Q4 ADDED 12,542,476 +1,116,762 +9.8% 1.78% $428.1M $32.96
2024 Q3 ADDED 11,425,714 +906,935 +8.6% 1.85% $429.1M $35.77
2024 Q2 ADDED 10,518,779 +603,173 +6.1% 1.74% $369.0M $33.41
2024 Q1 ADDED 9,915,606 +889,153 +9.9% 1.73% $355.4M $33.54
2023 Q4 ADDED 9,026,453 +1,915,733 +26.9% 1.65% $307.0M $31.83
2023 Q3 ADDED 7,110,720 +1,328,146 +23.0% 1.35% $220.5M $28.72
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPDW price (monthly, adj. close)
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