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 |
| 2024 Q4 | ADDED | 1,776,829 | +551,883 | +45.1% | 2.02% | $50.9M | $26.98 |
| 2024 Q3 | ADDED | 1,224,946 | +62,570 | +5.4% | 1.63% | $36.8M | $27.81 |
| 2024 Q2 | REDUCED | 1,162,376 | -23,526 | -2.0% | 1.57% | $33.4M | $26.24 |
| 2024 Q1 | ADDED | 1,185,902 | +137,611 | +13.1% | 1.66% | $34.5M | $26.26 |
| 2023 Q4 | REDUCED | 1,048,291 | -38,874 | -3.6% | 1.65% | $30.8M | $26.30 |
| 2023 Q3 | ADDED | 1,087,165 | +139,426 | +14.7% | 1.65% | $29.9M | $24.24 |
As of 2025 Q4 — sorted by position size