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Sp Funds Trust shares owned by CWM

Quarter-by-quarter ownership of Sp Funds Trust (SPWO) shares owned by CWM from 13F filings

Historical chart of CWM investment in Sp Funds Trust

Tip: Access up to 7 years of quarterly data

All positions including Sp Funds Trust held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sp Funds Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $184k 6.7k 27.31
2025-09-30 $137k 5.1k 26.71
2025-06-30 $33k 1.4k 24.34
2025-03-31 $30k 1.4k 22.12

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View all positions for CWM

Top funds holding Sp Funds Trust

Shariaportfolio
RFG Advisory
TD Waterhouse Canada
Gts Securities
Toroso Investments
Jane Street
Creative Planning
Goldman Sachs Group
Lido Advisors
Federation des caisses Desjardins du Quebec
Citadel Advisors
Mariner Wealth Advisors
Strengthening Families & Communities
CWM
Farther Finance Advisors

View all funds holding Sp Funds Trust