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 |
| 2024 Q4 | ADDED | 1,966,186 | +635,839 | +47.8% | 1.68% | $42.4M | $20.57 |
| 2024 Q3 | ADDED | 1,330,347 | +55,154 | +4.3% | 1.33% | $30.0M | $21.21 |
| 2024 Q2 | REDUCED | 1,275,193 | -105,606 | -7.6% | 1.29% | $27.5M | $20.13 |
| 2024 Q1 | ADDED | 1,380,799 | +169,408 | +14.0% | 1.44% | $30.0M | $20.09 |
| 2023 Q4 | REDUCED | 1,211,391 | -39,581 | -3.2% | 1.43% | $26.7M | $20.30 |
| 2023 Q3 | ADDED | 1,250,972 | +159,086 | +14.6% | 1.43% | $26.0M | $18.91 |
As of 2025 Q4 — sorted by position size