CX Institutional’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

CX Institutional’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$418K	Buy	3,841 +893	+30%	+$103K	0.01%	517
2026 Q2	$346K	Sell	2,948 -1,042	-26%	-$122K	0.01%	578
2026 Q1	$435K	Sell	3,990 -34,468	-90%	-$4.03M	0.01%	502
2025 Q4	$4.59M	Buy	38,458 +844	+2%	+$100K	0.14%	152
2025 Q3	$4.51M	Buy	37,614 +25,568	+212%	+$2.93M	0.14%	152
2025 Q2	$1.31M	Sell	12,046 -6,348	-35%	-$649K	0.05%	233
2025 Q1	$1.82M	Buy	18,394 +1,912	+12%	+$207K	0.07%	202
2024 Q4	$1.85M	Sell	16,482 -182	-1%	-$19.5K	0.07%	183
2024 Q3	$1.67M	Buy	16,664 +9,692	+139%	+$906K	0.07%	212
2024 Q2	$636K	Sell	6,972 -14,754	-68%	-$1.31M	0.03%	343
2024 Q1	$2M	Sell	21,726 -54,304	-71%	-$4.84M	0.1%	193
2023 Q4	$6.8M	Sell	76,030 -8,102	-10%	-$671K	0.36%	76
2023 Q3	$6.77M	Sell	84,132 -29,706	-26%	-$2.51M	0.37%	72
2023 Q2	$9.67M	Buy	113,838 +1,008	+0.9%	+$77.2K	0.5%	53
2023 Q1	$8.37M	Buy	112,830 +47,260	+72%	+$3.39M	0.45%	63
2022 Q4	$4.23M	Sell	65,570 -55,282	-46%	-$3.85M	0.26%	101
2022 Q3	$8.61M	Buy	120,852 +50,764	+72%	+$3.97M	0.6%	38
2022 Q2	$4.82M	Sell	70,088 -6,570	-9%	-$518K	0.36%	66
2022 Q1	$7.09M	Sell	76,658 -19,648	-20%	-$1.8M	0.57%	45
2021 Q4	$9.84M	Buy	96,306 +5,950	+7%	+$593K	0.78%	31
2021 Q3	$8.11M	Sell	90,356 -42,446	-32%	-$3.86M	0.66%	36
2021 Q2	$11.9M	Sell	132,802 -3,092	-2%	-$269K	0.97%	21
2021 Q1	$11.4M	Buy	135,894 +38,204	+39%	+$3.18M	1.02%	19
2020 Q4	$7.85M	Sell	97,690 -16,414	-14%	-$1.27M	0.76%	30
2020 Q3	$8.39M	Sell	114,104 -15,214	-12%	-$1.08M	0.91%	22
2020 Q2	$8.26M	Buy	129,318 +3,444	+3%	+$203K	1.09%	17
2020 Q1	$6.17M	Buy	+125,874	New	+$7.43M	1.01%	20
2019 Q4	–	Sell	-48,382	Closed	-$2.92M	–	781
2019 Q3	$2.92M	Buy	+48,382	New	+$2.92M	0.47%	54
2019 Q2	–	Sell	-53,588	Closed	-$3.05M	–	998
2019 Q1	$3.05M	Sell	53,588 -67,548	-56%	-$3.66M	0.54%	49
2018 Q4	$6M	Buy	+121,136	New	+$6.4M	1.27%	28

Other funds holding XLY

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

CX Institutional's XLY Position: Q3 2026 in Review

CX Institutional increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 30% in Q3 2026, buying an estimated $103K and bringing the position to 3,841 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #517.

CX Institutional first reported a position in XLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.9M in Q2 2021. 10 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

CX Institutional held 3,841 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $418K as of Q3 2026.
CX Institutional bought 893 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $103K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #517 holding.
CX Institutional first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
CX Institutional's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.9M in Q2 2021.
10 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

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