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 (SPMB). 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 | REDUCED | 2,650,742 | -12,455 | -0.5% | 1.77% | $59.4M | $22.28 |
| 2025 Q3 | ADDED | 2,663,197 | +427,648 | +19.1% | 1.81% | $59.8M | $21.96 |
| 2025 Q2 | ADDED | 2,235,549 | +413,078 | +22.7% | 1.72% | $49.4M | $21.42 |
| 2025 Q1 | REDUCED | 1,822,471 | -143,715 | -7.3% | 1.52% | $40.2M | $21.18 |
As of 2025 Q4 — sorted by position size