Ownership history in CX Institutional · 17 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in SPDR SER TR (SPBO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,011,300 | +5,851 | +0.3% | 1.76% | $59.0M | $29.10 |
| 2025 Q3 | ADDED | 2,005,449 | +326,927 | +19.5% | 1.80% | $59.4M | $28.90 |
| 2025 Q2 | ADDED | 1,678,522 | +5,287 | +0.3% | 1.70% | $49.0M | $28.13 |
| 2025 Q1 | REDUCED | 1,673,235 | -103,594 | -5.8% | 1.83% | $48.6M | $27.59 |
As of 2025 Q4 — sorted by position size