SPLG — SPDR SERIES TRUST

Ownership history in CWM, LLC · 33 quarters on record

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

3.92% (2018 Q1)

Avg. % of fund

1.45%

First filed

2015 Q3

Last filed

2025 Q4

Quarters held

33

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	10,359,261	+400,292	+4.0%	2.25%	$831.0M	$80.02
2025 Q3	ADDED	9,958,969	+18,453	+0.2%	2.35%	$780.2M	$77.92
2025 Q2	ADDED	9,940,516	+1,456,291	+17.2%	2.55%	$722.6M	$72.08
2025 Q1	ADDED	8,484,225	+613,217	+7.8%	2.22%	$557.9M	$65.01

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

Other funds also holding SPLG

As of 2025 Q4 — sorted by position size

Revere Asset Management, Inc 44.53% Brown Financial Advisory 3Y 42.82% Sterling Group Wealth Management, LLC 3Y 40.0% 1900 WEALTH MANAGEMENT LLC 3Y 30.62% Bauman Advisory Group, LLC 28.82% Private Wealth Group, LLC 3Y 7Y 28.59% Macco Financial Group, Inc. 28.26% USS Investment Management Ltd 3Y 7Y 24.76% Stadion Money Management, LLC 3Y 7Y 24.67% Peterson Wealth Advisors, LLC 3Y 7Y 24.57%

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