CI
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CX Institutional's XLF Position: Q2 2026 in Review

CX Institutional reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q2 2026, selling an estimated $249K and leaving 12,786 shares worth $685K. The position accounts for 0.02% of the portfolio, ranked #393.

CX Institutional first reported a position in XLF in Q2 2018 and has held it in 29 quarters since. The position peaked at $10.5M in Q4 2022. 401 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • CX Institutional held 12,786 shares of State Street Financial Select Sector SPDR ETF worth $685K as of Q2 2026.
  • CX Institutional sold 4,789 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $249K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #393 holding.
  • CX Institutional first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 29 quarters since.
  • CX Institutional's State Street Financial Select Sector SPDR ETF position peaked at $10.5M in Q4 2022.
  • 401 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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