CX Institutional’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CX Institutional’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.01M	Sell	56,136 -880	-2%	-$100K	0.17%	140
2026 Q1	$6.32M	Buy	57,016 +607	+1%	+$70.3K	0.19%	124
2025 Q4	$6.64M	Sell	56,409 -201	-0.4%	-$23.1K	0.2%	129
2025 Q3	$6.7M	Sell	56,610 -10,960	-16%	-$1.22M	0.2%	118
2025 Q2	$7.33M	Sell	67,570 -1,536	-2%	-$151K	0.26%	85
2025 Q1	$6.67M	Buy	69,106 +13,253	+24%	+$1.32M	0.25%	93
2024 Q4	$5.41M	Buy	55,853 +11,892	+27%	+$1.13M	0.21%	117
2024 Q3	$3.97M	Buy	43,961 +35,554	+423%	+$3.07M	0.18%	156
2024 Q2	$720K	Sell	8,407 -2,260	-21%	-$186K	0.03%	323
2024 Q1	$871K	Sell	10,667 -70,477	-87%	-$5.49M	0.04%	298
2023 Q4	$5.9M	Sell	81,144 -944	-1%	-$65K	0.32%	88
2023 Q3	$5.38M	Sell	82,088 -19,198	-19%	-$1.28M	0.3%	90
2023 Q2	$6.59M	Sell	101,286 -15,792	-13%	-$962K	0.34%	82
2023 Q1	$6.81M	Buy	117,078 +54,965	+88%	+$2.99M	0.36%	77
2022 Q4	$2.98M	Sell	62,113 -108,019	-63%	-$5.29M	0.18%	158
2022 Q3	$8.15M	Buy	170,132 +95,384	+128%	+$5.25M	0.57%	44
2022 Q2	$4.06M	Buy	74,748 +11,369	+18%	+$685K	0.31%	80
2022 Q1	$4.36M	Sell	63,379 -25,780	-29%	-$1.82M	0.35%	82
2021 Q4	$6.93M	Sell	89,159 -8,068	-8%	-$638K	0.55%	45
2021 Q3	$7.79M	Sell	97,227 -47,781	-33%	-$3.96M	0.64%	40
2021 Q2	$11.7M	Buy	145,008 +3,505	+2%	+$273K	0.96%	23
2021 Q1	$10.4M	Buy	141,503 +22,377	+19%	+$1.59M	0.93%	24
2020 Q4	$8.04M	Sell	119,126 -15,391	-11%	-$979K	0.77%	26
2020 Q3	$7.99M	Sell	134,517 -13,468	-9%	-$798K	0.86%	28
2020 Q2	$8M	Buy	147,985 +13,031	+10%	+$669K	1.05%	19
2020 Q1	$5.97M	Buy	+134,954	New	+$6.98M	0.97%	23
2019 Q1	–	Sell	-147,787	Closed	-$6.1M	–	828
2018 Q4	$6.1M	Buy	+147,787	New	+$6.62M	1.29%	27

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CX Institutional's XLC Position: Q2 2026 in Review

CX Institutional reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.5% in Q2 2026, selling an estimated $100K and leaving 56,136 shares worth $6.01M. The position accounts for 0.17% of the portfolio, ranked #140.

CX Institutional first reported a position in XLC in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.7M in Q2 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CX Institutional held 56,136 shares of State Street Communication Services Select Sector SPDR ETF worth $6.01M as of Q2 2026.
CX Institutional sold 880 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $100K.
State Street Communication Services Select Sector SPDR ETF made up 0.17% of CX Institutional's portfolio in Q2 2026, its #140 holding.
CX Institutional first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
CX Institutional's State Street Communication Services Select Sector SPDR ETF position peaked at $11.7M in Q2 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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