SEC 13F Intelligence

Columbia River Financial Group, LLC / DWX

Columbia River Financial Group, LLC’s Spdr Index Shs Fds Position

Does Columbia River Financial Group, LLC own Spdr Index Shs Fds (DWX)? Yes — 293.5K shares worth $13M (+7.77% of its 13F portfolio) as of Q1 2026, up from 281.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
293.5K
% of Portfolio
+7.77%
Quarters Held
6
currently held

Position History DWX

Reported value by quarter
Q4 ’24: $10MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026293.5K$13M+7.77%
Q4 2025281.0K$12M+7.58%
Q3 2025272.6K$12M+7.26%
Q2 2025269.5K$11M+7.31%
Q1 2025302.6K$12M+7.76%
Q4 2024284.4K$10M+6.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Columbia River Financial Group, LLC’s full portfolio or all institutional holders of DWX.