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Disclosery

CX Institutional: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on SPY, newest first. How the timeline and the estimate are built.

CX Institutional held 30,149 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,149 shares
    Change vs previous 13F -318 shares

    0.62% of the 13F portfolio, value $22,992,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,467 shares
    Change vs previous 13F +2,739 shares

    0.66% of the 13F portfolio, value $22,752,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 27,728 shares
    Change vs previous 13F -1,395 shares

    0.55% of the 13F portfolio, value $18,032,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 29,123 shares
    Change vs previous 13F -1,916 shares

    0.59% of the 13F portfolio, value $19,859,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 31,039 shares
    Change vs previous 13F +1,765 shares

    0.63% of the 13F portfolio, value $20,677,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 29,274 shares
    Change vs previous 13F -3,113 shares

    0.63% of the 13F portfolio, value $18,087,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 32,387 shares
    Change vs previous 13F -6,876 shares

    0.68% of the 13F portfolio, value $18,117,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 39,263 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $23,011,766.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).