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Spdr Ser Tr shares owned by CWM

Quarter-by-quarter ownership of Spdr Ser Tr (ESIX) 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
2025-09-30 $17k 554 30.69
2025-06-30 $12k 397 30.23
2025-03-31 $11k 397 27.71
2024-12-31 $12k 397 30.23
2024-09-30 $13k 397 32.75
2024-06-30 $5.0k 172 29.07
2024-03-31 $5.0k 172 29.07

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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 Ser Tr

HighTower Advisors
Sapient Capital
Lodestar Private Asset Management
Paulson Wealth Management
Envestnet Asset Management
Branch Banking & Trust Company
Nbc Securities
Advisor Group Holdings
CWM
Morgan Stanley
Aptus Capital Advisors
UBS Group
Assetmark

View all funds holding Spdr Ser Tr