Cbm Financial, LLC Spdr Portfolio Transaction History

Cbm Financial, LLC

$123 Billion
Q1 2025

A detailed history of Cbm Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cbm Financial, LLC holds 140,074 shares of SPYG stock, worth $12.3 Million. This represents 10.19% of its overall portfolio holdings.

Number of Shares

140,074

Holding current value

$12.3 Million

% of portfolio

10.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 20, 2025	BUY	$80.05 - $92.39 $11.2 Million - $12.9 Million	140,074 New	140,074 $12.5 Billion

Others Institutions Holding SPYG

# of Institutions

1,226

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$3.17 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.73 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$985 Million
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$767 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.66M
Shares

$673 Million
0.05% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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Cbm Financial, LLC Spdr Portfolio Transaction History