CX Institutional
SPY icon

CX Institutional’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CX Institutional’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23M Sell
30,149
-318
-1% -$242K 0.62% 37
2026
Q2 		$22.8M Buy
30,467
+2,739
+10% +$1.99M 0.66% 36
2026
Q1 		$18M Sell
27,728
-1,395
-5% -$948K 0.55% 39
2025
Q4 		$19.9M Sell
29,123
-1,916
-6% -$1.29M 0.59% 36
2025
Q3 		$20.7M Buy
31,039
+1,765
+6% +$1.13M 0.63% 34
2025
Q2 		$18.1M Sell
29,274
-3,113
-10% -$1.78M 0.63% 32
2025
Q1 		$18.1M Sell
32,387
-6,876
-18% -$4.04M 0.68% 36
2024
Q4 		$23M Buy
39,263
+19,749
+101% +$11.6M 0.91% 27
2024
Q3 		$11.2M Buy
19,514
+194
+1% +$107K 0.5% 57
2024
Q2 		$10.5M Sell
19,320
-689
-3% -$361K 0.49% 58
2024
Q1 		$10.5M Sell
20,009
-242
-1% -$120K 0.5% 54
2023
Q4 		$9.6M Sell
20,251
-1,953
-9% -$870K 0.51% 53
2023
Q3 		$9.49M Buy
22,204
+4
+0% +$1.78K 0.52% 53
2023
Q2 		$9.8M Sell
22,200
-5,614
-20% -$2.36M 0.51% 51
2023
Q1 		$11.4M Buy
27,814
+2,816
+11% +$1.12M 0.61% 38
2022
Q4 		$9.6M Buy
24,998
+900
+4% +$346K 0.58% 41
2022
Q3 		$8.61M Buy
24,098
+4,259
+21% +$1.69M 0.6% 39
2022
Q2 		$7.48M Buy
+19,839
New +$8.13M 0.56% 40
2020
Q4 		– Sell
-167
Closed -$56K – 912
2020
Q3 		$56K Buy
167
+9
+6% +$2.98K 0.01% 374
2020
Q2 		$49K Sell
158
-151
-49% -$44.2K 0.01% 343
2020
Q1 		$80K Buy
309
+240
+348% +$73.2K 0.01% 286
2019
Q4 		$22K Hold
69
– – ﹤0.01% 340
2019
Q3 		$20K Hold
69
– – ﹤0.01% 376
2019
Q2 		$20K Sell
69
-16
-19% -$4.61K ﹤0.01% 406
2019
Q1 		$24K Sell
85
-27,369
-100% -$7.44M ﹤0.01% 392
2018
Q4 		$6.86M Buy
27,454
+27,402
+52,696% +$7.39M 1.45% 23
2018
Q3 		$15K Hold
52
– – 0.01% 238
2018
Q2 		$14K Buy
+52
New +$14K 0.01% 215

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CX Institutional's SPY Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1% in Q3 2026, selling an estimated $242K and leaving 30,149 shares worth $23M. The position accounts for 0.62% of the portfolio, ranked #37.

CX Institutional first reported a position in SPY in Q2 2018 and has held it in 28 quarters since. The position peaked at $23M in Q4 2024. 1,142 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • CX Institutional held 30,149 shares of State Street SPDR S&P 500 ETF Trust worth $23M as of Q3 2026.
  • CX Institutional sold 318 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $242K.
  • State Street SPDR S&P 500 ETF Trust made up 0.62% of CX Institutional's portfolio in Q3 2026, its #37 holding.
  • CX Institutional first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 28 quarters since.
  • CX Institutional's State Street SPDR S&P 500 ETF Trust position peaked at $23M in Q4 2024.
  • 1,142 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.