SPTI — State Street ETF/USA

Ownership history in CX Institutional  ·  31 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in State Street ETF/USA (SPTI). 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
3.94% (2020 Q3)
Avg. % of fund
1.77%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,752,121 +65,099 +2.4% 2.37% $79.4M $28.66
2025 Q3 ADDED 2,687,022 +2,667,815 +13889.8% 2.36% $77.7M $28.37
2025 Q2 REDUCED 19,207 -2,024,419 -99.1% 0.02% $553K $27.97
2025 Q1 REDUCED 2,043,626 -143,177 -6.5% 2.20% $58.4M $27.52
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPTI price (monthly, adj. close)

Other funds also holding SPTI

As of 2025 Q4 — sorted by position size

EVERMAY WEALTH MANAGEMENT LLC 3Y 7Y 15.03% Compton Financial Group, LLC 3Y 14.78% Municipal Employees' Retirement System of Michigan 3Y 7Y 12.15% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 12.12% One Day In July LLC 3Y 11.53% S. R. Schill & Associates 3Y 7Y 10.24% VOISARD ASSET MANAGEMENT GROUP, INC. 9.34% Strategic Wealth Investment Group, LLC 3Y 7.79% Appalachian Capital Management Ltd 7.46% Richard Bernstein Advisors LLC 3Y 7Y 6.73%
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