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D Spdr Index Shs Fds shares owned by CWM

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by CWM from 13F filings

Historical chart of CWM investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Index Shs Fds by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 116k 59.68
2023-12-31 $7.1M 128k 55.34
2023-09-30 $7.9M 158k 50.49
2023-06-30 $591k 11k 52.31
2023-03-31 $554k 11k 49.86
2022-12-31 $3.5M 75k 46.63

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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds