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Spdr Series Trust brcly em locl shares owned by CWM

Quarter-by-quarter ownership of Spdr Series Trust brcly em locl (EBND) shares owned by CWM from 13F filings

Historical chart of CWM investment in Spdr Series Trust brcly em locl

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All positions including Spdr Series Trust brcly em locl held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust brcly em locl by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 1.7k 21.62
2025-06-30 $32k 1.5k 21.32
2025-03-31 $35k 1.7k 20.24
2024-12-31 $23k 1.2k 19.17
2024-09-30 $123k 5.8k 21.19
2024-06-30 $175k 8.8k 19.91
2024-03-31 $275k 13k 20.51
2023-12-31 $171k 8.0k 21.29
2023-09-30 $28k 1.4k 19.51
2023-06-30 $26k 1.3k 20.80
2023-03-31 $2.0k 74 27.03
2022-12-31 $18k 866 20.79
2022-06-30 $5.0k 243 20.58
2022-03-31 $3.0k 119 25.21
2021-12-31 $4.0k 179 22.35
2021-06-30 $3.0k 106 28.30
2021-03-31 $3.0k 106 28.30
2020-12-31 $3.0k 106 28.30
2020-09-30 $3.0k 106 28.30
2020-06-30 $3.0k 106 28.30
2020-03-31 $3.0k 106 28.30
2019-12-31 $59k 2.1k 27.87
2019-09-30 $4.0k 154 25.97
2019-06-30 $2.0k 56 35.71
2019-03-31 $999 34 29.41
2018-12-31 $2.0k 76 26.32
2018-09-30 $5.0k 173 28.90
2018-06-30 $34k 1.2k 27.27
2018-03-31 $2.5M 82k 30.38
2017-12-31 $2.2M 73k 29.69
2017-09-30 $2.0M 67k 29.88
2017-06-30 $23k 795 28.93
2017-03-31 $61k 2.2k 28.24
2016-12-31 $214k 8.1k 26.53
2016-09-30 $3.6M 126k 28.33
2016-06-30 $8.8M 316k 27.85
2016-03-31 $9.0k 350 25.71
2015-12-31 $9.0k 350 25.71

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Spdr Series Trust brcly em locl

Charles Schwab Investment Management
Empower Advisory Group
CI Investments
State Street Corporation
Sei Investments
LPL Financial
Envestnet Portfolio Solutions
Varma Mutual Pension Insurance
Envestnet Asset Management
May Louie
CFG Asset Management
Wright Fund Managment
Wells Fargo & Company
Assetmark
ValMark Advisers

View all funds holding Spdr Series Trust brcly em locl