SHM — State Street ETF/USA

Ownership history in CX Institutional  ·  30 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in State Street ETF/USA (SHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.81% (2025 Q2)
Avg. % of fund
0.96%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,058,055 +20,504 +2.0% 1.51% $50.8M $47.78
2025 Q3 REDUCED 1,037,551 -652,852 -38.6% 1.52% $50.0M $47.58
2025 Q2 ADDED 1,690,403 +1,458,661 +629.4% 2.81% $80.9M $46.88
2025 Q1 ADDED 231,742 +2,481 +1.1% 0.42% $11.0M $46.36
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHM price (monthly, adj. close)

Other funds also holding SHM

As of 2025 Q4 — sorted by position size

Quent Capital, LLC 3Y 6.19% Alaska Wealth Advisors, LLC 3Y 7Y 2.48% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 2.44% PURE PORTFOLIOS HOLDINGS LLC 2.07% Ameraudi Asset Management, Inc. 3Y 1.85% Clifford Group, LLC 3Y 1.7% Precision Wealth Strategies, LLC 3Y 1.63% TruNorth Capital Management, LLC 1.55% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.24% Paulson Wealth Management Inc. 3Y 7Y 1.18%
← Back to CX Institutional Holdings