CWB — SPDR SERIES TRUST

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in SPDR SERIES TRUST (CWB). 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
3.08% (2020 Q4)
Avg. % of fund
1.89%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 188,094 -457 -0.2% 1.37% $16.8M $88.98
2025 Q3 REDUCED 188,551 -4,122 -2.1% 1.39% $17.1M $89.77
2025 Q2 REDUCED 192,673 -16,703 -8.0% 1.38% $15.9M $81.65
2025 Q1 REDUCED 209,376 -709 -0.3% 1.50% $16.0M $75.30
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CWB price (monthly, adj. close)

Other funds also holding CWB

As of 2025 Q4 — sorted by position size

Goodman Advisory Group, LLC 3Y 11.77% FSC Wealth Advisors, LLC 3Y 8.77% Wealth Watch Advisors, INC 7.87% Florin Court Capital LLP 3Y 7Y 5.45% Anderson Financial Strategies, LLC 5.17% Lifestyle Asset Management, Inc. 4.1% Baron Financial Group, LLC 3Y 3.47% Paulson Wealth Management Inc. 3Y 7Y 3.42% David J Yvars Group 3Y 2.91% Spectrum Wealth Advisory Group, LLC 3Y 2.74%
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