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Disclosery

CX Institutional: XLY position timeline

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

CX Institutional held 3,841 XLY 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 3,841 shares
    Change vs previous 13F +893 shares

    0.01% of the 13F portfolio, value $418,000.

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

  2. period ended2026-06-30
    13F 2,948 shares
    Change vs previous 13F -1,042 shares

    0.01% of the 13F portfolio, value $346,000.

    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 3,990 shares
    Change vs previous 13F -34,468 shares

    0.01% of the 13F portfolio, value $435,000.

    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 38,458 shares
    Change vs previous 13F +19,651 shares

    0.14% of the 13F portfolio, value $4,592,000.

    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 18,807 shares
    Change vs previous 13F +12,784 shares

    0.14% of the 13F portfolio, value $4,507,000.

    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 6,023 shares
    Change vs previous 13F -3,174 shares

    0.05% of the 13F portfolio, value $1,309,000.

    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 9,197 shares
    Change vs previous 13F +956 shares

    0.07% of the 13F portfolio, value $1,816,000.

    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 8,241 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,848,962.

    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).