CX Institutional’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

CX Institutional’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Sell	48,940 -888	-2%	-$45.5K	0.07%	224
2026 Q1	$2.49M	Sell	49,828 -611	-1%	-$30.6K	0.08%	228
2025 Q4	$2.29M	Buy	50,439 +771	+2%	+$34.1K	0.07%	193
2025 Q3	$2.23M	Sell	49,668 -29,514	-37%	-$1.33M	0.07%	199
2025 Q2	$3.48M	Buy	79,182 +8,336	+12%	+$353K	0.12%	156
2025 Q1	$3.05M	Buy	70,846 +14,508	+26%	+$634K	0.12%	150
2024 Q4	$2.37M	Sell	56,338 -26,188	-32%	-$1.21M	0.09%	166
2024 Q3	$3.98M	Buy	82,526 +42,878	+108%	+$1.96M	0.18%	155
2024 Q2	$1.75M	Buy	39,648 +11,424	+40%	+$516K	0.08%	203
2024 Q1	$1.31M	Sell	28,224 -55,392	-66%	-$2.38M	0.06%	242
2023 Q4	$3.58M	Buy	83,616 +53,332	+176%	+$2.13M	0.19%	147
2023 Q3	$1.19M	Sell	30,284 -12,012	-28%	-$493K	0.07%	231
2023 Q2	$1.75M	Sell	42,296 -20,734	-33%	-$824K	0.09%	221
2023 Q1	$2.55M	Sell	63,030 -206,372	-77%	-$8.36M	0.14%	196
2022 Q4	$10.5M	Buy	269,402 +87,000	+48%	+$3.34M	0.64%	38
2022 Q3	$6.2M	Buy	182,402 +33,394	+22%	+$1.26M	0.43%	58
2022 Q2	$5.48M	Sell	149,008 -66,310	-31%	-$2.77M	0.41%	55
2022 Q1	$9.49M	Buy	215,318 +6,436	+3%	+$274K	0.76%	30
2021 Q4	$9.46M	Buy	208,882 +23,190	+12%	+$1M	0.75%	33
2021 Q3	$7.34M	Buy	185,692 +180,882	+3,761%	+$7.52M	0.6%	42
2021 Q2	$198K	Sell	4,810 -264,158	-98%	-$11.1M	0.02%	336
2021 Q1	$10.6M	Buy	268,968 +47,338	+21%	+$1.79M	0.95%	22
2020 Q4	$8.02M	Sell	221,630 -36,540	-14%	-$1.25M	0.77%	27
2020 Q3	$8.21M	Sell	258,170 -33,398	-11%	-$1.04M	0.89%	24
2020 Q2	$8.21M	Buy	291,568 +24,334	+9%	+$640K	1.08%	18
2020 Q1	$6.02M	Buy	+267,234	New	+$7.34M	0.98%	22
2019 Q3	–	Sell	-28	Closed	-$1K	–	960
2019 Q2	$1K	Sell	28 -18	-39%	-$508	﹤0.01%	918
2019 Q1	$1K	Sell	46 -2,840	-98%	-$76.6K	﹤0.01%	774
2018 Q4	$73K	Sell	2,886 -168,932	-98%	-$4.5M	0.02%	231
2018 Q3	$4.98M	Buy	171,818 +11,168	+7%	+$329K	1.64%	20
2018 Q2	$4.66M	Buy	+160,650	New	+$4.71M	1.72%	17

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CX Institutional's XLB Position: Q2 2026 in Review

CX Institutional reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 1.8% in Q2 2026, selling an estimated $45.5K and leaving 48,940 shares worth $2.49M. The position accounts for 0.07% of the portfolio, ranked #224.

CX Institutional first reported a position in XLB in Q2 2018 and has held it in 31 quarters since. The position peaked at $10.6M in Q1 2021. 927 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

CX Institutional held 48,940 shares of State Street Materials Select Sector SPDR ETF worth $2.49M as of Q2 2026.
CX Institutional sold 888 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $45.5K.
State Street Materials Select Sector SPDR ETF made up 0.07% of CX Institutional's portfolio in Q2 2026, its #224 holding.
CX Institutional first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and has held it in 31 quarters since.
CX Institutional's State Street Materials Select Sector SPDR ETF position peaked at $10.6M in Q1 2021.
927 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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