CX Institutional’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CX Institutional’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.4M	Sell	114,481 -5,731	-5%	-$1.06M	0.61%	38
2026 Q2	$22.9M	Sell	120,212 -7,166	-6%	-$1.22M	0.66%	35
2026 Q1	$16.9M	Buy	127,378 +4,945	+4%	+$697K	0.52%	44
2025 Q4	$17.6M	Buy	122,433 +637	+0.5%	+$92K	0.53%	39
2025 Q3	$17.2M	Sell	121,796 -15,720	-11%	-$2.08M	0.52%	39
2025 Q2	$17.4M	Buy	137,516 +13,644	+11%	+$1.51M	0.61%	33
2025 Q1	$12.8M	Buy	123,872 +17,660	+17%	+$2M	0.48%	52
2024 Q4	$12.3M	Buy	106,212 +7,946	+8%	+$924K	0.49%	46
2024 Q3	$11.1M	Buy	98,266 +4,910	+5%	+$539K	0.49%	58
2024 Q2	$10.6M	Sell	93,356 -6,386	-6%	-$672K	0.5%	56
2024 Q1	$10.4M	Sell	99,742 -59,808	-37%	-$6.05M	0.5%	56
2023 Q4	$15.4M	Sell	159,550 -8,294	-5%	-$738K	0.82%	28
2023 Q3	$13.8M	Sell	167,844 -41,160	-20%	-$3.53M	0.76%	40
2023 Q2	$18.2M	Sell	209,004 -11,036	-5%	-$870K	0.94%	20
2023 Q1	$16.6M	Buy	220,040 +159,644	+264%	+$11M	0.88%	26
2022 Q4	$3.76M	Sell	60,396 -134,008	-69%	-$8.51M	0.23%	125
2022 Q3	$11.5M	Buy	194,404 +39,786	+26%	+$2.72M	0.8%	26
2022 Q2	$9.83M	Buy	154,618 +51,482	+50%	+$3.59M	0.74%	30
2022 Q1	$8.2M	Sell	103,136 -3,154	-3%	-$248K	0.66%	37
2021 Q4	$9.24M	Sell	106,290 -4,440	-4%	-$366K	0.73%	34
2021 Q3	$8.27M	Sell	110,730 -58,236	-34%	-$4.49M	0.68%	35
2021 Q2	$12.5M	Buy	168,966 +13,300	+9%	+$932K	1.02%	19
2021 Q1	$10.3M	Buy	155,666 +32,630	+27%	+$2.15M	0.92%	26
2020 Q4	$8M	Sell	123,036 -17,622	-13%	-$1.07M	0.77%	28
2020 Q3	$8.21M	Sell	140,658 -17,700	-11%	-$1M	0.89%	25
2020 Q2	$8.27M	Sell	158,358 -1,992	-1%	-$93.7K	1.09%	16
2020 Q1	$6.44M	Buy	160,350 +95,530	+147%	+$4.36M	1.05%	19
2019 Q4	$2.97M	Sell	64,820 -12,776	-16%	-$547K	0.52%	45
2019 Q3	$3.12M	Sell	77,596 -1,618	-2%	-$64.7K	0.5%	50
2019 Q2	$3.09M	Buy	79,214 +79,082	+59,911%	+$3.01M	0.49%	48
2019 Q1	$5K	Buy	+132	New	+$4.52K	﹤0.01%	561

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

CX Institutional's XLK Position: Q3 2026 in Review

CX Institutional reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.8% in Q3 2026, selling an estimated $1.06M and leaving 114,481 shares worth $22.4M. The position accounts for 0.61% of the portfolio, ranked #38.

CX Institutional first reported a position in XLK in Q1 2019 and has held it in 31 quarters since. The position peaked at $22.9M in Q2 2026. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

CX Institutional held 114,481 shares of State Street Technology Select Sector SPDR ETF worth $22.4M as of Q3 2026.
CX Institutional sold 5,731 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $1.06M.
State Street Technology Select Sector SPDR ETF made up 0.61% of CX Institutional's portfolio in Q3 2026, its #38 holding.
CX Institutional first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 31 quarters since.
CX Institutional's State Street Technology Select Sector SPDR ETF position peaked at $22.9M in Q2 2026.
151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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