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Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in SPDR SERIES TRUST

COMMONWEALTH EQUITY SERVICES, LLC holds 98,209 shares of BWZ (SPDR SERIES TRUST), worth $2.6M as of 2026-Q1. The position was increased (+2.4% shares). BWZ represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$2.6M

Current Shares

98,209

Total Value Change

+$89,790

Total Shares Change

-1,399

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
98,209
+2.4%
$2.6M0.0%$26.68
27
2025-Q4
Decreased
95,904
-2.4%
$2.6M0.0%$27.08
0
2025-Q3
Decreased
98,298
-2.8%
$2.7M0.0%$27.30
0
2025-Q2
Increased
101,166
+0.3%
$2.8M0.0%$27.40
26
2025-Q1
Decreased
100,904
-0.4%
$2.7M0.0%$25.51
0
2024-Q4
Increased
101,270
+0.7%
$2.6M0.0%$24.52
26
2024-Q3
Increased
100,596
+1.0%
$2.8M0.0%$26.42
26
2024-Q2
Increased
99,608
+0.2%
$2.6M0.0%$24.45
26

Other major holders of BWZ: ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC

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