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Spdr S&p 500 Etf shares owned by CWS Financial Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by CWS Financial Advisors from 13F filings

Historical chart of CWS Financial Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 5.9k 666.13
2025-06-30 $3.6M 5.9k 617.80
2025-03-31 $3.3M 5.9k 559.40
2024-12-31 $3.4M 5.9k 586.03

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Core Balanced SHS (CGBL)

View all positions for CWS Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Susquehanna International
CTC
Citadel Advisors
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
BlackRock
UBS Group
Morgan Stanley
Parallax Volatility Advisers
Old Mission Capital
Royal Bank of Canada
Capstone Investment Advisors

View all funds holding Spdr S&p 500 Etf