Ownership history in CWM, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π CWM, LLC underperformed the S&P 500 by β43.3% annually on this WIP position. Timing score: 33% (2/6 decisions correct). Average cost basis: $38.41. Maximum drawdown during holding period: β15.0%.
β Significantly underperformed the S&P 500 by 43.3% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $38.41 (2025 Q2) Β· Worst: $38.41 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 6 trims. Bought during 0 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size