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 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 $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return