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Disclosery

CWM, LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on SPYG, newest first. How the timeline and the estimate are built.

CWM, LLC held 2,780,818 SPYG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,780,818 shares
    Change vs previous 13F -62,399 shares

    0.72% of the 13F portfolio, value $272,269,892.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 2,843,217 shares
    Change vs previous 13F +69,065 shares

    0.82% of the 13F portfolio, value $303,371,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 2,774,152 shares
    Change vs previous 13F +113,156 shares

    0.87% of the 13F portfolio, value $289,927,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 2,660,996 shares
    Change vs previous 13F +444,626 shares

    0.89% of the 13F portfolio, value $253,646,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 2,216,370 shares
    Change vs previous 13F -234,605 shares

    0.71% of the 13F portfolio, value $178,130,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 2,450,975 shares
    Change vs previous 13F +126,200 shares

    0.89% of the 13F portfolio, value $215,441,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 2,324,775 shares
    Change vs previous 13F +185,303 shares

    0.83% of the 13F portfolio, value $192,817,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 2,139,472 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $171,436,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).