CX Institutional’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CX Institutional’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.08M	Buy	52,806 +14,269	+37%	+$620K	0.06%	248
2026 Q2	$1.75M	Sell	38,537 -307,579	-89%	-$13.9M	0.05%	264
2026 Q1	$15.9M	Buy	346,116 +290,770	+525%	+$13M	0.48%	45
2025 Q4	$2.36M	Buy	55,346 +2,044	+4%	+$90.5K	0.07%	188
2025 Q3	$2.32M	Sell	53,302 -15,700	-23%	-$664K	0.07%	193
2025 Q2	$2.82M	Sell	69,002 -7,914	-10%	-$315K	0.1%	172
2025 Q1	$3.03M	Buy	76,916 +13,206	+21%	+$516K	0.11%	151
2024 Q4	$2.41M	Buy	63,710 +7,548	+13%	+$300K	0.1%	165
2024 Q3	$2.27M	Buy	56,162 +5,732	+11%	+$213K	0.1%	186
2024 Q2	$1.72M	Sell	50,430 -3,038	-6%	-$104K	0.08%	206
2024 Q1	$1.76M	Buy	53,468 +17,874	+50%	+$558K	0.08%	204
2023 Q4	$1.13M	Sell	35,594 -34,552	-49%	-$1.06M	0.06%	242
2023 Q3	$2.07M	Sell	70,146 -106,618	-60%	-$3.44M	0.11%	192
2023 Q2	$5.78M	Buy	176,764 +4,958	+3%	+$167K	0.3%	93
2023 Q1	$5.78M	Sell	171,806 -129,134	-43%	-$4.38M	0.31%	87
2022 Q4	$10.6M	Buy	300,940 +158,162	+111%	+$5.38M	0.64%	36
2022 Q3	$4.68M	Buy	142,778 +6,944	+5%	+$254K	0.32%	80
2022 Q2	$4.76M	Sell	135,834 -10,524	-7%	-$381K	0.36%	68
2022 Q1	$5.45M	Buy	146,358 +45,116	+45%	+$1.56M	0.44%	56
2021 Q4	$3.62M	Buy	101,242 +2,132	+2%	+$71.9K	0.29%	106
2021 Q3	$3.17M	Buy	99,110 +94,976	+2,297%	+$3.17M	0.26%	97
2021 Q2	$131K	Sell	4,134 -378	-8%	-$12.4K	0.01%	393
2021 Q1	$145K	Buy	4,512 +4,440	+6,167%	+$138K	0.01%	339
2020 Q4	$3K	Sell	72 -12	-14%	-$380	﹤0.01%	805
2020 Q3	$2K	Buy	84 +12	+17%	+$356	﹤0.01%	828
2020 Q2	$2K	Sell	72 -400	-85%	-$11.5K	﹤0.01%	774
2020 Q1	$13K	Sell	472 -36,214	-99%	-$1.16M	﹤0.01%	427
2019 Q4	$1.19M	Buy	36,686 +36,412	+13,289%	+$1.16M	0.21%	102
2019 Q3	$9K	Hold	274	–	–	﹤0.01%	485
2019 Q2	$8K	Sell	274 -2,664	-91%	-$78.2K	﹤0.01%	536
2019 Q1	$85K	Buy	2,938 +2,160	+278%	+$60.1K	0.02%	289
2018 Q4	$21K	Sell	778 -72,018	-99%	-$1.96M	﹤0.01%	316
2018 Q3	$1.92M	Buy	72,796 +3,076	+4%	+$81.7K	0.63%	48
2018 Q2	$1.81M	Buy	+69,720	New	+$1.75M	0.67%	50

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

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

GGS

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

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

AAG

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

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CX Institutional's XLU Position: Q3 2026 in Review

CX Institutional increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q3 2026, buying an estimated $620K and bringing the position to 52,806 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #248.

CX Institutional first reported a position in XLU in Q2 2018 and has held it in 34 quarters since. The position peaked at $15.9M in Q1 2026. 63 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

CX Institutional held 52,806 shares of State Street Utilities Select Sector SPDR ETF worth $2.08M as of Q3 2026.
CX Institutional bought 14,269 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $620K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of CX Institutional's portfolio in Q3 2026, its #248 holding.
CX Institutional first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 34 quarters since.
CX Institutional's State Street Utilities Select Sector SPDR ETF position peaked at $15.9M in Q1 2026.
63 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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