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D Spdr Index Shs Fds shares owned by CX Institutional

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Index Shs Fds by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 236k 59.68
2023-12-31 $4.2M 76k 55.34
2021-09-30 $3.1M 56k 54.74
2021-06-30 $7.0M 126k 55.52

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding D Spdr Index Shs Fds

Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Mariner Wealth Advisors
Meitav Dash Investments
Bank of America Corporation
Unique Wealth
CWM
Trilogy Capital

View all funds holding D Spdr Index Shs Fds