SPEU — SPDR INDEX SHS FDS

Ownership history in CWM, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in SPDR INDEX SHS FDS (SPEU). 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
0.35% (2025 Q2)
Avg. % of fund
0.05%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,433,270 +217,888 +9.8% 0.34% $126.8M $52.13
2025 Q3 ADDED 2,215,382 +168,266 +8.2% 0.33% $110.3M $49.25
2025 Q2 ADDED 2,047,116 +1,230,497 +150.7% 0.35% $99.2M $47.74
2025 Q1 ADDED 816,619 +816,360 +315196.9% 0.14% $35.9M $42.57
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPEU price (monthly, adj. close)

Other funds also holding SPEU

As of 2025 Q4 — sorted by position size

Treasure Coast Financial Planning 3Y 3.44% Atlantic Edge Private Wealth Management, LLC 2.53% Jacobi Capital Management LLC 3Y 7Y 0.75% Main Management ETF Advisors, LLC 3Y 7Y 0.75% PACES FERRY WEALTH ADVISORS, LLC 3Y 0.38% Accel Wealth Management 3Y 0.25% Castleview Partners, LLC 3Y 7Y 0.24% Barnes Wealth Management Group, Inc 0.18% Allen Capital Group, LLC 3Y 7Y 0.11% Worth Financial Advisory Group, LLC 3Y 0.11%
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