CX Institutional’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

CX Institutional’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.89M	Buy	48,301 +2,319	+5%	+$196K	0.11%	190
2026 Q2	$3.82M	Buy	45,982 +736	+2%	+$61.5K	0.11%	182
2026 Q1	$3.71M	Sell	45,246 -9,543	-17%	-$804K	0.11%	194
2025 Q4	$4.26M	Buy	54,789 +2,570	+5%	+$201K	0.13%	156
2025 Q3	$4.09M	Buy	52,219 +37,121	+246%	+$3M	0.12%	157
2025 Q2	$1.22M	Sell	15,098 -15,536	-51%	-$1.26M	0.04%	242
2025 Q1	$2.5M	Buy	30,634 +2,802	+10%	+$224K	0.09%	174
2024 Q4	$2.19M	Buy	27,832 +1,338	+5%	+$109K	0.09%	170
2024 Q3	$2.2M	Sell	26,494 -5,502	-17%	-$442K	0.1%	188
2024 Q2	$2.45M	Buy	31,996 +6,005	+23%	+$458K	0.12%	188
2024 Q1	$1.98M	Buy	25,991 +11,919	+85%	+$881K	0.1%	195
2023 Q4	$1.01M	Buy	14,072 +401	+3%	+$27.8K	0.05%	253
2023 Q3	$941K	Sell	13,671 -86,271	-86%	-$6.31M	0.05%	261
2023 Q2	$7.41M	Sell	99,942 -10,438	-9%	-$783K	0.38%	71
2023 Q1	$8.28M	Sell	110,380 -28,680	-21%	-$2.1M	0.44%	64
2022 Q4	$10.4M	Buy	139,060 +73,682	+113%	+$5.37M	0.63%	39
2022 Q3	$4.36M	Sell	65,378 -1,880	-3%	-$138K	0.3%	88
2022 Q2	$4.85M	Sell	67,258 -3,018	-4%	-$227K	0.37%	65
2022 Q1	$5.33M	Buy	70,276 +16,399	+30%	+$1.24M	0.43%	58
2021 Q4	$4.15M	Buy	53,877 +7,367	+16%	+$534K	0.33%	94
2021 Q3	$3.2M	Sell	46,510 -115,495	-71%	-$8.23M	0.26%	95
2021 Q2	$11.3M	Buy	162,005 +9,088	+6%	+$636K	0.93%	26
2021 Q1	$10.4M	Buy	152,917 +41,072	+37%	+$2.7M	0.93%	23
2020 Q4	$7.54M	Sell	111,845 -11,982	-10%	-$792K	0.73%	34
2020 Q3	$7.94M	Buy	+123,827	New	+$7.82M	0.86%	30
2019 Q4	–	Sell	-61	Closed	-$4K	–	780
2019 Q3	$4K	Sell	61 -51,567	-100%	-$3.1M	﹤0.01%	643
2019 Q2	$3M	Buy	51,628 +51,542	+59,933%	+$2.95M	0.48%	51
2019 Q1	$5K	Buy	+86	New	+$4.6K	﹤0.01%	562

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

BWM

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

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

PCM

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

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

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

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

CX Institutional's XLP Position: Q3 2026 in Review

CX Institutional increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5% in Q3 2026, buying an estimated $196K and bringing the position to 48,301 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #190.

CX Institutional first reported a position in XLP in Q1 2019 and has held it in 28 quarters since. The position peaked at $11.3M in Q2 2021. 275 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

CX Institutional held 48,301 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.89M as of Q3 2026.
CX Institutional bought 2,319 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $196K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of CX Institutional's portfolio in Q3 2026, its #190 holding.
CX Institutional first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
CX Institutional's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.3M in Q2 2021.
275 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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