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 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	$9.63M	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	$9.84M	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	$9.56M	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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

CX Institutional's SPY Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.9% in Q2 2026, buying an estimated $1.99M and bringing the position to 30,467 shares worth $22.8M. The position accounts for 0.66% of the portfolio, ranked #36.

CX Institutional first reported a position in SPY in Q2 2018 and has held it in 27 quarters since. The position peaked at $23M in Q4 2024. 1,127 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

CX Institutional held 30,467 shares of State Street SPDR S&P 500 ETF Trust worth $22.8M as of Q2 2026.
CX Institutional bought 2,739 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.99M.
State Street SPDR S&P 500 ETF Trust made up 0.66% of CX Institutional's portfolio in Q2 2026, its #36 holding.
CX Institutional first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2018 and has held it in 27 quarters since.
CX Institutional's State Street SPDR S&P 500 ETF Trust position peaked at $23M in Q4 2024.
1,127 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.