CX Institutional
SPYV icon

CX Institutional’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

CX Institutional’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29.9M Buy
489,362
+181,461
+59% +$11.4M 0.81% 27
2026
Q2 		$18.7M Buy
307,901
+845
+0.3% +$50.6K 0.54% 43
2026
Q1 		$17.4M Sell
307,056
-20,235
-6% -$1.17M 0.53% 42
2025
Q4 		$18.6M Buy
327,291
+6,547
+2% +$368K 0.55% 38
2025
Q3 		$17.7M Buy
320,744
+16,018
+5% +$863K 0.54% 37
2025
Q2 		$15.9M Buy
304,726
+46,074
+18% +$2.3M 0.56% 35
2025
Q1 		$13.2M Sell
258,652
-11,314
-4% -$587K 0.5% 49
2024
Q4 		$13.8M Buy
269,966
+103,762
+62% +$5.52M 0.55% 44
2024
Q3 		$8.79M Buy
166,204
+12,794
+8% +$651K 0.39% 69
2024
Q2 		$7.48M Buy
153,410
+7,601
+5% +$372K 0.35% 72
2024
Q1 		$7.31M Buy
145,809
+7,601
+5% +$362K 0.35% 71
2023
Q4 		$6.44M Sell
138,208
-60,465
-30% -$2.61M 0.34% 79
2023
Q3 		$8.2M Sell
198,673
-15,827
-7% -$685K 0.45% 61
2023
Q2 		$9.27M Sell
214,500
-13,855
-6% -$572K 0.48% 58
2023
Q1 		$9.3M Buy
228,355
+25,378
+13% +$1.03M 0.5% 56
2022
Q4 		$7.89M Sell
202,977
-163,586
-45% -$6.27M 0.48% 49
2022
Q3 		$12.6M Sell
366,563
-215,994
-37% -$8.19M 0.88% 24
2022
Q2 		$21.4M Buy
582,557
+409,957
+238% +$16.2M 1.62% 7
2022
Q1 		$7.21M Sell
172,600
-17,188
-9% -$709K 0.58% 44
2021
Q4 		$7.97M Buy
189,788
+24,860
+15% +$1.01M 0.63% 40
2021
Q3 		$6.43M Sell
164,928
-5,050
-3% -$202K 0.53% 49
2021
Q2 		$6.72M Sell
169,978
-2,017
-1% -$79.8K 0.55% 47
2021
Q1 		$6.52M Sell
171,995
-111,764
-39% -$4.04M 0.58% 45
2020
Q4 		$9.8M Sell
283,759
-30,180
-10% -$981K 0.94% 19
2020
Q3 		$9.48M Buy
313,939
+90,393
+40% +$2.75M 1.02% 18
2020
Q2 		$6.48M Sell
223,546
-41,507
-16% -$1.18M 0.85% 27
2020
Q1 		$6.85M Buy
265,053
+15,758
+6% +$503K 1.12% 18
2019
Q4 		$8.7M Sell
249,295
-4,255
-2% -$142K 1.52% 17
2019
Q3 		$8.1M Buy
253,550
+65,939
+35% +$2.08M 1.31% 21
2019
Q2 		$5.87M Buy
+187,611
New +$5.77M 0.93% 27

Other funds holding SPYV

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

CX Institutional's SPYV Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 59% in Q3 2026, buying an estimated $11.4M and bringing the position to 489,362 shares worth $29.9M. The position accounts for 0.81% of the portfolio, ranked #27.

CX Institutional first reported a position in SPYV in Q2 2019 and has held it in 30 quarters since. 255 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • CX Institutional held 489,362 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $29.9M as of Q3 2026.
  • CX Institutional bought 181,461 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $11.4M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.81% of CX Institutional's portfolio in Q3 2026, its #27 holding.
  • CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2019 and has held it in 30 quarters since.
  • 255 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

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