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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
30,467
Value
$22.8M
% of portfolio
0.7%
Quarters held
17
Since Q2 2022
Holdings of SPY by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,467$22.8M0.7%+2,739+9.9%AddedHolders
Q1 202627,728$18.0M0.6%−1,395−4.8%ReducedHolders
Q4 202529,123$19.9M0.6%−1,916−6.2%ReducedHolders
Q3 202531,039$20.7M0.6%+1,765+6.0%AddedHolders
Q2 202529,274$18.1M0.6%−3,113−9.6%ReducedHolders
Q1 202532,387$18.1M0.7%−6,876−17.5%ReducedHolders
Q4 202439,263$23.0M0.9%+19,749+101.2%AddedHolders
Q3 202419,514$11.2M0.5%+194+1.0%AddedHolders
Q2 202419,320$10.5M0.5%−689−3.4%ReducedHolders
Q1 202420,009$10.5M0.5%−242−1.2%ReducedHolders
Q4 202320,251$9.63M0.5%−1,953−8.8%ReducedHolders
Q3 202322,204$9.49M0.5%+40.0%AddedHolders
Q2 202322,200$9.84M0.5%−5,614−20.2%ReducedHolders
Q1 202327,814$11.4M0.6%+2,816+11.3%AddedHolders
Q4 202224,998$9.56M0.6%+900+3.7%AddedHolders
Q3 202224,098$8.61M0.6%+4,259+21.5%AddedHolders
Q2 202219,839$7.48M0.6%+19,839NewHolders