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Spdr Series Trust shares owned by CWM

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by CWM from 13F filings

Historical chart of CWM investment in Spdr Series Trust

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

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Quarterly reported holdings in Spdr Series Trust by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $63M 442k 142.29
2021-06-30 $5.0k 32 156.25
2021-03-31 $5.0k 32 156.25
2020-12-31 $5.0k 32 156.25
2020-09-30 $5.0k 32 156.25
2020-06-30 $5.0k 32 156.25
2020-03-31 $5.0k 32 156.25
2019-12-31 $5.0k 32 156.25
2019-09-30 $5.0k 32 156.25
2019-06-30 $5.0k 32 156.25
2019-03-31 $5.0k 32 156.25

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Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for CWM

Top funds holding Spdr Series Trust

CWM
Morgan Stanley
Kingsview Wealth Management
LPL Financial
McGuire Investment Group
Bank of America Corporation
UBS Group
Thrivent Financial for Lutherans
Raymond James Financial
Fifth Third Securities
Performa
Royal Bank of Canada
Wells Fargo & Company
Belvedere Trading
Ieq Capital

View all funds holding Spdr Series Trust