CWM, LLC SPIP Holdings History

Number of Shares
2.74 Mil
Current Holdings Value*
$72.23 Mil
% of Portfolio
0.29%
Total Estimate Gain
$560,581.37
% of Total Estimate Gain
0.76%

CWM, LLC's SPDR Portfolio TIPS ETF Holding Summary

As of 2025-03-31, CWM, LLC held 2.74 Mil shares of SPDR Portfolio TIPS ETF(SPIP), totaling $72.23 Mil. This investment constitutes 0.29% of their stock portfolio, and CWM, LLC now holds 7.15% of the outstanding SPDR Portfolio TIPS ETF(SPIP) stock.

The initial trade took place in 2019Q1. And since then CWM, LLC has made 6 purchases of SPIP, at an average price of $25.78, for a total of 2.87 Mil shares. In addition, there have been 9 sales at an average price of $26.18 for 128,111.00 shares. Based on historical transaction data and SPIP's current price of $25.97, CWM, LLC's estimated gain on his SPIP holdings is $560,581.37, reflecting a 0.76% gain to date.

CWM, LLC SPIP ($25.97) Holding Chart

CWM, LLC SPIP ($25.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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