CX Institutional’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CX Institutional’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.66M	Buy	68,617 +55,831	+437%	+$3.17M	0.1%	193
2026 Q2	$685K	Sell	12,786 -4,789	-27%	-$249K	0.02%	393
2026 Q1	$868K	Sell	17,575 -35,704	-67%	-$1.86M	0.03%	360
2025 Q4	$2.92M	Sell	53,279 -1,604	-3%	-$85.5K	0.09%	174
2025 Q3	$2.96M	Sell	54,883 -4,516	-8%	-$239K	0.09%	176
2025 Q2	$3.11M	Sell	59,399 -16,976	-22%	-$840K	0.11%	167
2025 Q1	$3.8M	Buy	76,375 +43,501	+132%	+$2.18M	0.14%	139
2024 Q4	$1.59M	Sell	32,874 -2,068	-6%	-$100K	0.06%	197
2024 Q3	$1.58M	Sell	34,942 -23,248	-40%	-$1.01M	0.07%	217
2024 Q2	$2.39M	Sell	58,190 -18,822	-24%	-$775K	0.11%	190
2024 Q1	$3.24M	Sell	77,012 -70,173	-48%	-$2.77M	0.16%	160
2023 Q4	$5.53M	Sell	147,185 -52,033	-26%	-$1.8M	0.3%	94
2023 Q3	$6.61M	Buy	199,218 +150,579	+310%	+$5.19M	0.36%	73
2023 Q2	$1.64M	Sell	48,639 -3,306	-6%	-$108K	0.08%	230
2023 Q1	$1.67M	Sell	51,945 -254,883	-83%	-$8.86M	0.09%	231
2022 Q4	$10.5M	Buy	306,828 +19,511	+7%	+$660K	0.64%	37
2022 Q3	$8.72M	Buy	287,317 +118,733	+70%	+$3.92M	0.61%	37
2022 Q2	$5.3M	Sell	168,584 -36,006	-18%	-$1.24M	0.4%	56
2022 Q1	$7.84M	Buy	204,590 +19,259	+10%	+$753K	0.63%	39
2021 Q4	$7.24M	Sell	185,331 -24,499	-12%	-$963K	0.58%	44
2021 Q3	$7.88M	Buy	209,830 +199,217	+1,877%	+$7.45M	0.64%	39
2021 Q2	$389K	Buy	10,613 +3,887	+58%	+$142K	0.03%	267
2021 Q1	$229K	Sell	6,726 -8,081	-55%	-$260K	0.02%	293
2020 Q4	$437K	Sell	14,807 -302,610	-95%	-$8.1M	0.04%	238
2020 Q3	$7.64M	Buy	317,417 +2,536	+0.8%	+$61.7K	0.82%	33
2020 Q2	$7.29M	Buy	314,881 +31,370	+11%	+$712K	0.96%	22
2020 Q1	$5.9M	Buy	+283,511	New	+$7.81M	0.96%	25
2019 Q4	–	Sell	-106,138	Closed	-$2.97M	–	779
2019 Q3	$2.97M	Buy	+106,138	New	+$2.93M	0.48%	53
2019 Q1	–	Sell	-70,381	Closed	-$1.68M	–	829
2018 Q4	$1.68M	Buy	+70,381	New	+$1.83M	0.35%	69
2018 Q3	–	Sell	-160,293	Closed	-$4.26M	–	360
2018 Q2	$4.26M	Buy	+160,293	New	+$4.42M	1.57%	21

Other funds holding XLF

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CX Institutional's XLF Position: Q3 2026 in Review

CX Institutional increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 437% in Q3 2026, buying an estimated $3.17M and bringing the position to 68,617 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #193.

CX Institutional first reported a position in XLF in Q2 2018 and has held it in 30 quarters since. The position peaked at $10.5M in Q4 2022. 447 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

CX Institutional held 68,617 shares of State Street Financial Select Sector SPDR ETF worth $3.66M as of Q3 2026.
CX Institutional bought 55,831 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.17M.
State Street Financial Select Sector SPDR ETF made up 0.1% of CX Institutional's portfolio in Q3 2026, its #193 holding.
CX Institutional first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
CX Institutional's State Street Financial Select Sector SPDR ETF position peaked at $10.5M in Q4 2022.
447 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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