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 $14.7 Million. This represents 10.19% of its overall portfolio holdings.

Number of Shares

140,074

Holding current value

$14.7 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

1,389

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$4.11 Billion
1.28% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$1.89 Billion
3.6% of portfolio
Goldman Sachs Group Inc New York, NY

14.2M
Shares

$1.49 Billion
0.19% of portfolio
Allworth Financial LP

11.4M
Shares

$1.19 Billion
5.41% of portfolio
Envestnet Asset Management Inc

11M
Shares

$1.15 Billion
0.35% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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Cbm Financial, LLC Spdr Portfolio Transaction History