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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CX Institutional's XLK Position: Q2 2026 in Review

CX Institutional reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.6% in Q2 2026, selling an estimated $1.22M and leaving 120,212 shares worth $22.9M. The position accounts for 0.66% of the portfolio, ranked #35.

CX Institutional first reported a position in XLK in Q1 2019 and has held it in 30 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

CX Institutional held 120,212 shares of State Street Technology Select Sector SPDR ETF worth $22.9M as of Q2 2026.
CX Institutional sold 7,166 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.22M.
State Street Technology Select Sector SPDR ETF made up 0.66% of CX Institutional's portfolio in Q2 2026, its #35 holding.
CX Institutional first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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