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Spdr Ser Tr shares owned by CWM

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by CWM from 13F filings

Historical chart of CWM investment in Spdr Ser Tr

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All positions including Spdr Ser Tr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $355k 6.4k 55.77
2024-06-30 $281k 5.3k 53.06
2024-03-31 $241k 4.8k 50.61
2023-12-31 $460k 10k 46.19
2023-09-30 $443k 11k 41.48
2023-06-30 $79k 1.8k 43.19
2022-12-31 $43k 1.2k 36.97
2022-09-30 $44k 1.3k 34.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Spdr Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Koss-Olinger Consulting
LPL Financial
Private Advisor
Laurel Wealth Planning
Financial Network Wealth Management
Principal Financial Group
SOA Wealth Advisors
Blue Edge Capital
Financial Engines Advisors L.L.C
Integrated Wealth Concepts
Gradient Investments
Seeds Investor

View all funds holding Spdr Ser Tr