Ownership history in CWM, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in SPDR SERIES TRUST (WIP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 14 | -64 | -82.1% | 0.00% | $1K | $38.39 |
| 2025 Q2 | ADDED | 78 | +64 | +457.1% | 0.00% | $3K | $38.41 |
| 2023 Q3 | REDUCED | 14 | -26 | -65.0% | 0.00% | $1K | $33.85 |
| 2019 Q4 | UNCHANGED | 40 | — | 0% | 0.00% | $2K | $39.05 |
| 2019 Q3 | UNCHANGED | 40 | — | 0% | 0.00% | $2K | $38.47 |
| 2019 Q2 | UNCHANGED | 40 | — | 0% | 0.00% | $2K | $38.75 |
| 2019 Q1 | UNCHANGED | 40 | — | 0% | 0.00% | $2K | $37.41 |
| 2018 Q4 | UNCHANGED | 40 | — | 0% | 0.00% | $2K | $35.95 |
| 2018 Q3 | REDUCED | 40 | -12,175 | -99.7% | 0.00% | $2K | $35.86 |
| 2018 Q2 | REDUCED | 12,215 | -2,268 | -15.7% | 0.02% | $663K | $36.53 |
As of 2025 Q4 — sorted by position size