CX Institutional

Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:

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Positions held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CX Institutional

Companies in the CX Institutional portfolio as of the September 2020 quarterly 13F filing

CX Institutional has 873 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares ETFs/USA Etp (IVV) 4.1 $38M +3% 113k 336.06
State Street ETF/USA Etp (SPTI) 3.9 $37M +31773% 1.1M 33.24
Vanguard ETF/USA Etp (VV) 3.8 $35M -6% 226k 156.44
Vanguard ETF/USA Etp (VO) 3.4 $31M 178k 176.26
Vanguard ETF/USA Etp (BNDX) 2.3 $21M +38742% 361k 58.18
iShares ETFs/USA Etp (URTH) 1.8 $17M +22% 167k 99.52
iShares ETFs/USA Etp (USMV) 1.7 $16M -44% 246k 63.73
State Street ETF/USA Etp (SPTS) 1.7 $16M -27% 509k 30.70
State Street ETF/USA Etp (SDY) 1.7 $16M +8763% 168k 92.40
State Street ETF/USA Etp (TFI) 1.5 $14M +433% 275k 51.92
Vanguard ETF/USA Etp (VUG) 1.5 $14M -8% 61k 227.61
iShares ETFs/USA Etp (SHY) 1.4 $13M -29% 152k 86.50
iShares ETFs/USA Etp (MUB) 1.3 $12M +4596% 101k 115.91
Vaneck Amt-free Interm Muni Etp (ITM) 1.2 $12M +58456% 224k 51.27

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Ishares Floating Rate Bond E Etp (FLOT) 1.1 $10M +38593% 206k 50.72
Vanguard ETF/USA Etp (VB) 1.1 $10M -6% 66k 153.80
iShares ETFs/USA Etp (EFAV) 1.0 $9.6M 141k 68.13
State Street ETF/USA Etp (SPYV) 1.0 $9.5M +40% 314k 30.20
State Street ETF/USA Etp (SHM) 1.0 $9.4M +37% 188k 49.86
Apple (AAPL) 1.0 $9.3M +655% 81k 115.81
State Street ETF/USA Etp (SPLG) 0.9 $8.5M -75% 216k 39.35
State Street ETF/USA Etp (XLY) 0.9 $8.4M -11% 57k 146.99
WisdomTree ETFs/USA Etp (DLN) 0.9 $8.2M -50% 85k 97.04
State Street ETF/USA Etp (XLB) 0.9 $8.2M -11% 129k 63.64
State Street ETF/USA Etp (XLK) 0.9 $8.2M -11% 70k 116.69
State Street ETF/USA Etp (XLI) 0.9 $8.2M -6% 106k 76.98
iShares ETFs/USA Etp (IEFA) 0.9 $8.1M -23% 134k 60.28
State Street ETF/USA Etp (XLC) 0.9 $8.0M -9% 135k 59.40
UnitedHealth (UNH) 0.9 $7.9M +24% 26k 311.75
State Street ETF/USA Etp (XLP) 0.9 $7.9M NEW 124k 64.10
WisdomTree ETFs/USA Etp (DON) 0.8 $7.8M +8325% 270k 28.92
State Street ETF/USA Etp (XLV) 0.8 $7.8M 74k 105.48
State Street ETF/USA Etp (XLF) 0.8 $7.6M 317k 24.07
Ishares Mbs Etf Etp (MBB) 0.8 $7.2M +38228% 65k 110.38
Amgen (AMGN) 0.8 $7.1M +13% 28k 254.15
Comcast Corporation (CMCSA) 0.8 $7.0M +19% 151k 46.26
State Street ETF/USA Etp (SPTM) 0.8 $7.0M +36% 170k 40.89
ProShares ETFs/USA Etp (IGHG) 0.7 $6.8M +48% 95k 71.47
Legg Mason ETF Investment Trus Etp (LVHD) 0.7 $6.4M +471% 217k 29.62
Microsoft Corporation (MSFT) 0.7 $6.4M +8% 31k 210.33
Ishares Iboxx High Yld Corp Etp (HYG) 0.7 $6.4M +57% 76k 83.86
Oracle Corporation (ORCL) 0.7 $6.3M +14% 106k 59.70
Ishares Iboxx Investment Gra Etp (LQD) 0.7 $6.1M +37523% 46k 134.68
Goldman Sachs ETF Trust Etp (GIGB) 0.6 $6.0M +6% 109k 55.15
Pepsi (PEP) 0.6 $6.0M +6% 43k 138.61
Honeywell International (HON) 0.6 $5.6M +130% 34k 164.61
Vanguard ETF/USA Etp (VOT) 0.6 $5.5M -23% 31k 180.14
Wal-Mart Stores (WMT) 0.6 $5.5M +24% 39k 139.90
Johnson & Johnson (JNJ) 0.6 $5.3M +148% 36k 148.89
WisdomTree ETFs/USA Etp (DEM) 0.6 $5.2M +7004% 148k 35.24
Home Depot (HD) 0.5 $5.1M +129% 18k 277.71
Waste Management (WM) 0.5 $4.9M +20% 43k 113.16
iShares ETFs/USA Etp (AGG) 0.5 $4.8M +14% 41k 118.04
Lockheed Martin Corporation (LMT) 0.5 $4.6M +62% 12k 383.29
Coca-Cola Company (KO) 0.5 $4.6M +39% 94k 49.37
iShares ETFs/USA Etp (SCZ) 0.5 $4.6M 78k 58.99
Northrop Grumman Corporation (NOC) 0.5 $4.4M +69% 14k 315.47
iShares ETFs/USA Etp (EEMV) 0.5 $4.2M 77k 55.18
General Dynamics Corporation (GD) 0.4 $4.1M +59% 30k 138.42
Vanguard ETF/USA Etp (MGC) 0.4 $4.0M +19% 34k 119.91
Pfizer (PFE) 0.4 $4.0M +310% 110k 36.70
Goldman Sachs ETF Trust Etp (GBIL) 0.4 $4.0M -82% 40k 100.41
Vanguard ETF/USA Etp (VOE) 0.4 $4.0M +22% 39k 101.38
Merck & Co (MRK) 0.4 $3.9M +394% 47k 82.95
iShares ETFs/USA Etp (IMTM) 0.4 $3.8M -3% 112k 33.98
W.W. Grainger (GWW) 0.4 $3.7M +363% 10k 356.74
Huntington Ingalls Inds (HII) 0.4 $3.6M +96% 26k 140.73
JP Morgan ETFs/USA Etp (JMST) 0.4 $3.5M NEW 69k 50.98
iShares ETFs/USA Etp (ICSH) 0.4 $3.4M NEW 68k 50.56
Mondelez Int (MDLZ) 0.4 $3.4M +43% 58k 57.45
JPMorgan Chase & Co. (JPM) 0.4 $3.3M +14% 35k 96.26
Union Pacific Corporation (UNP) 0.4 $3.3M +1686% 17k 196.87
Charter Communications Inc New Cl A cl a (CHTR) 0.4 $3.3M +1457% 5.2k 624.26
Expeditors International of Washington (EXPD) 0.3 $3.2M +4261% 35k 90.53
State Street ETF/USA Etp (SPIB) 0.3 $3.2M +5% 86k 36.75
Caterpillar (CAT) 0.3 $3.2M +4035% 21k 149.13
Cummins (CMI) 0.3 $3.1M +6322% 15k 211.13
Texas Instruments Incorporated (TXN) 0.3 $3.1M +2886% 22k 142.81
Paccar (PCAR) 0.3 $3.0M +28% 36k 85.27
Republic Services (RSG) 0.3 $3.0M +43% 33k 93.36
Cisco Systems (CSCO) 0.3 $3.0M +357% 77k 39.36
Metropcs Communications (TMUS) 0.3 $3.0M +28% 26k 114.36
A. O. Smith Corporation (AOS) 0.3 $3.0M +27% 57k 52.80
Illinois Tool Works (ITW) 0.3 $3.0M +2709% 15k 193.19
Packaging Corporation of America (PKG) 0.3 $2.9M +39% 27k 109.05
Vanguard ETF/USA Etp (VBK) 0.3 $2.9M -25% 14k 214.92
At&t (T) 0.3 $2.9M +4390% 102k 28.51
Dollar General (DG) 0.3 $2.9M +6179% 14k 209.61
Arthur J. Gallagher & Co. (AJG) 0.3 $2.9M +32% 27k 105.57
Tractor Supply Company (TSCO) 0.3 $2.9M +4% 20k 143.32
Aon 0.3 $2.9M 14k 206.30
Bank of America Corporation (BAC) 0.3 $2.8M +2419% 116k 24.09
Kellogg Company (K) 0.3 $2.8M +1518% 43k 64.59
Morgan Stanley (MS) 0.3 $2.8M +13% 57k 48.35
iShares ETFs/USA Etp (IUSG) 0.3 $2.8M -3% 35k 79.98
Kroger (KR) 0.3 $2.7M +3261% 80k 33.91
Robert Half International (RHI) 0.3 $2.7M +16% 51k 52.93
Nasdaq Omx (NDAQ) 0.3 $2.7M +12164% 22k 122.71
Goldman Sachs (GS) 0.3 $2.7M +5276% 13k 201.00
Costco Wholesale Corporation (COST) 0.3 $2.7M -41% 7.6k 355.03
Tyson Foods (TSN) 0.3 $2.7M +50% 45k 59.48
AmerisourceBergen (ABC) 0.3 $2.6M +44% 27k 96.92
Procter & Gamble Company (PG) 0.3 $2.6M +22% 19k 139.01
American Express Company (AXP) 0.3 $2.6M -39% 26k 100.23
McKesson Corporation (MCK) 0.3 $2.6M +15252% 17k 148.95
Leidos Holdings (LDOS) 0.3 $2.6M +82500% 29k 89.14
CBOE Holdings (CBOE) 0.3 $2.6M +54730% 29k 87.75
iShares ETFs/USA Etp (INDA) 0.3 $2.5M -10% 75k 33.86
Bank of New York Mellon Corporation (BK) 0.3 $2.5M +40% 74k 34.34
iShares ETFs/USA Etp (EDEN) 0.3 $2.5M NEW 29k 84.67
Walgreen Boots Alliance (WBA) 0.3 $2.4M +70% 67k 35.92
Amazon (AMZN) 0.3 $2.4M +17% 754.00 3148.54
iShares ETFs/USA Etp (ENOR) 0.3 $2.4M NEW 114k 20.64
iShares ETFs/USA Etp (EFA) 0.3 $2.3M 37k 63.66
Progressive Corporation (PGR) 0.3 $2.3M -50% 25k 94.68
iShares ETFs/USA Etp (EWC) 0.3 $2.3M -7% 85k 27.41
Wells Fargo & Company (WFC) 0.2 $2.3M +49% 98k 23.51
Darden Restaurants (DRI) 0.2 $2.3M +111% 23k 100.73
iShares ETFs/USA Etp (EWK) 0.2 $2.3M -5% 134k 17.05
iShares ETFs/USA Etp (EWH) 0.2 $2.3M 103k 21.92
Ishares Msci New Zealand Etf Etp (ENZL) 0.2 $2.3M -12% 39k 57.54
Vanguard ETF/USA Etp (VBR) 0.2 $2.2M +34% 20k 110.62
Nuveen ETFs/USA Etp (NUBD) 0.2 $2.2M +90% 83k 26.92
Magellan Midstre MLP (MMP) 0.2 $2.2M 64k 34.20
Schwab ETFs/USA Etp (SCHB) 0.2 $2.2M +40% 27k 79.62
Global X ETFs/USA Etp (PGAL) 0.2 $2.1M -4% 238k 8.98
Ishares Msci Brazil Etf Etp (EWZ) 0.2 $2.1M -10% 77k 27.66
iShares ETFs/USA Etp (ERUS) 0.2 $2.1M +49291% 65k 32.46
iShares ETFs/USA Etp (HEFA) 0.2 $2.0M 74k 27.55
Raytheon Technologies Corp (RTX) 0.2 $2.0M -24% 35k 57.55
Foot Locker (FL) 0.2 $2.0M +101% 60k 33.03
Vanguard ETF/USA Etp (VWO) 0.2 $2.0M 46k 43.24
Delta Air Lines (DAL) 0.2 $2.0M +165% 64k 30.57
Fifth Third Ban (FITB) 0.2 $1.9M +124% 91k 21.29
Anthem (ANTM) 0.2 $1.9M -34% 7.0k 268.52
Humana (HUM) 0.2 $1.9M +53% 4.5k 413.84
iShares ETFs/USA Etp (SOXX) 0.2 $1.8M -18% 6.0k 304.66
Spdr S&p Homebuilders Etf Etp (XHB) 0.2 $1.8M +99361% 34k 53.88
Vanguard ETF/USA Etp (VGT) 0.2 $1.8M -12% 5.8k 311.49
State Street ETF/USA Etp (SPMD) 0.2 $1.8M -3% 55k 32.62
Huntington Bancshares Incorporated (HBAN) 0.2 $1.8M +134% 194k 9.17
Citizens Financial (CFG) 0.2 $1.8M +124% 70k 25.29
U.S. Bancorp (USB) 0.2 $1.8M -34% 49k 35.86
Vanguard ETF/USA Etp (VAW) 0.2 $1.8M -15% 13k 134.64
Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) 0.2 $1.8M +16% 19k 91.53
Eli Lilly & Co. (LLY) 0.2 $1.7M +5% 12k 148.03
Key (KEY) 0.2 $1.7M +130% 145k 11.93
iShares ETFs/USA Etp (IHF) 0.2 $1.7M -7% 8.4k 201.86
Spdr S&p Metals & Mining Etf Etp (XME) 0.2 $1.7M +102188% 72k 23.24
State Street ETF/USA Etp (XPH) 0.2 $1.6M -8% 37k 43.48
First Trust ETFs/USA Etp (CIBR) 0.2 $1.6M +6% 45k 34.80
iShares ETFs/USA Etp (ITA) 0.2 $1.6M 9.9k 158.39
Facebook Inc cl a (FB) 0.2 $1.5M +14% 5.7k 261.98
iShares ETFs/USA Etp (FM) 0.2 $1.5M +14% 58k 25.59
Alphabet Inc Class A cs (GOOGL) 0.2 $1.5M +17% 1.0k 1465.67
MasterCard Incorporated (MA) 0.2 $1.5M +11% 4.3k 338.27
Phillips 66 (PSX) 0.2 $1.4M -35% 28k 51.84
State Street ETF/USA Etp (SPEM) 0.2 $1.4M -2% 38k 36.56
State Street ETF/USA Etp (XBI) 0.1 $1.4M +2% 12k 111.42
State Street ETF/USA Etp (SPSM) 0.1 $1.4M -2% 50k 27.38
iShares ETFs/USA Etp (EFG) 0.1 $1.3M -3% 15k 89.87
First Trust ETFs/USA Etp (FTLS) 0.1 $1.2M +11% 28k 42.57
McDonald's Corporation (MCD) 0.1 $1.2M +8% 5.5k 219.43
iShares ETFs/USA Etp (AOA) 0.1 $1.2M +10% 20k 57.99
Visa (V) 0.1 $1.2M +19% 5.8k 199.90
NVIDIA Corporation (NVDA) 0.1 $1.1M +8% 2.0k 541.07
Exxon Mobil Corporation (XOM) 0.1 $1.1M +63% 32k 34.33
Abbott Laboratories (ABT) 0.1 $1.1M +12% 10k 108.78
Marsh & McLennan Companies (MMC) 0.1 $1.1M +2% 9.4k 114.72
Abbvie (ABBV) 0.1 $1.0M 12k 87.58
IndexIQ ETF Trust Etp (QAI) 0.1 $993k +8% 32k 31.00
Vanguard ETF/USA Etp (VEA) 0.1 $975k +52% 24k 40.91
iShares ETFs/USA Etp (SUSB) 0.1 $935k +90% 36k 26.09
Chevron Corporation (CVX) 0.1 $913k +27% 13k 72.03
WisdomTree ETFs/USA Etp (WTMF) 0.1 $897k +11% 26k 35.03
Novartis (NVS) 0.1 $888k 10k 86.93
iShares ETFs/USA Etp (IVLU) 0.1 $865k +11% 44k 19.58
Invesco ETFs/USA Etp (PBW) 0.1 $855k 14k 60.79
Invesco ETFs/USA Etp (TAN) 0.1 $845k -5% 13k 64.80
Alphabet Inc Class C cs (GOOG) 0.1 $842k +16% 573.00 1469.46
Netflix (NFLX) 0.1 $836k +23% 1.7k 500.30
Adobe Systems Incorporated (ADBE) 0.1 $829k +7% 1.7k 490.53
Brown & Brown (BRO) 0.1 $817k 18k 45.25
iShares ETFs/USA Etp (ICLN) 0.1 $788k +3% 43k 18.50
PerkinElmer (PKI) 0.1 $764k 6.1k 125.49
First Trust ETFs/USA Etp (QCLN) 0.1 $757k -2% 17k 44.34
Emerson Electric (EMR) 0.1 $754k +2% 12k 65.55
Kimberly-Clark Corporation (KMB) 0.1 $745k 5.0k 147.64
Charles River Laboratories (CRL) 0.1 $704k 3.1k 226.51
Sherwin-Williams Company (SHW) 0.1 $697k +5% 1.0k 697.00
Copart (CPRT) 0.1 $687k 6.5k 105.17
WisdomTree ETFs/USA Etp (AGGY) 0.1 $678k -4% 13k 53.83
iShares ETFs/USA Etp (IUSB) 0.1 $664k 12k 54.40
State Street ETF/USA Etp (SPYG) 0.1 $662k +5% 13k 50.11
Fs Investment Corporation 0.1 $656k +6% 41k 15.87
Equifax (EFX) 0.1 $643k 4.1k 156.91
State Street ETF/USA Etp (INKM) 0.1 $588k +10% 19k 31.07
iShares ETFs/USA Etp (IYLD) 0.1 $556k +15% 25k 22.56
Stryker Corporation (SYK) 0.1 $546k +115% 2.6k 208.40
iShares ETFs/USA Etp (IUSV) 0.1 $541k +8% 10k 54.32
iShares ETFs/USA Etp (WOOD) 0.1 $519k +7% 8.0k 64.69
VanEck Vectors ETFs/USA Etp (MOO) 0.1 $517k +7% 7.7k 67.56
Global X ETFs/USA Etp (PAVE) 0.1 $488k +7% 29k 16.86
State Street ETF/USA Etp (TOTL) 0.1 $468k -93% 9.5k 49.29
iShares ETFs/USA Etp (AOM) 0.0 $462k 11k 41.08
State Street ETF/USA Etp (NANR) 0.0 $458k +7% 16k 28.54
iShares ETFs/USA Etp (IGF) 0.0 $456k +9% 12k 38.56
State Street ETF/USA Etp (GNR) 0.0 $455k +9% 12k 37.52
FlexShares ETFs/USA Etp (NFRA) 0.0 $446k +8% 9.0k 49.83
Dover Corporation (DOV) 0.0 $440k +2% 4.1k 108.37
State Street Corporation (STT) 0.0 $437k 7.4k 59.33
iShares ETFs/USA Etp (IAGG) 0.0 $433k -4% 7.8k 55.69
Invesco ETFs/USA Etp (BSCM) 0.0 $430k 20k 21.85
Clorox Company (CLX) 0.0 $430k 2.0k 210.37
3M Company (MMM) 0.0 $430k 2.7k 160.21
Nuveen ETFs/USA Etp (NUDM) 0.0 $429k -28% 17k 25.57
Legg Mason ETF Investment Trus Etp (INFR) 0.0 $421k +9% 15k 27.46
Starbucks Corporation (SBUX) 0.0 $420k +133% 4.9k 85.84
Verizon Communications (VZ) 0.0 $395k +217% 6.6k 59.48
First Trust ETFs/USA Etp (MDIV) 0.0 $374k +13% 28k 13.44
Nextera Energy (NEE) 0.0 $374k +157% 1.3k 277.24
Invesco ETFs/USA Etp (CVY) 0.0 $370k +13% 23k 16.33
Alphatec Holdings (ATEC) 0.0 $367k NEW 55k 6.64
Nuveen ETFs/USA Etp (NULG) 0.0 $363k -38% 7.1k 50.92
Vanguard ETF/USA Etp (VNQ) 0.0 $351k +16% 4.5k 78.88
Automatic Data Processing (ADP) 0.0 $348k -4% 2.5k 139.37
Schwab ETFs/USA Etp (SCHH) 0.0 $342k +13% 9.7k 35.36
Nuveen ETFs/USA Etp (NULV) 0.0 $333k -24% 12k 29.06
Air Products & Chemicals (APD) 0.0 $332k +8% 1.1k 298.29
Nuveen ETFs/USA Etp (NUMV) 0.0 $321k -28% 13k 25.51
Nike (NKE) 0.0 $321k +53% 2.6k 125.39
Spdr S&p Regional Banking Etp (KRE) 0.0 $312k -26% 8.7k 35.69
Rockwell Automation (ROK) 0.0 $309k 1.4k 221.03
Bristol Myers Squibb (BMY) 0.0 $301k +14% 5.0k 60.33
V.F. Corporation (VFC) 0.0 $299k +4% 4.3k 70.24
Sap (SAP) 0.0 $296k 1.9k 155.79
Nuveen ETFs/USA Etp (NUEM) 0.0 $291k -11% 10k 28.38
Nuveen ETFs/USA Etp (NUSC) 0.0 $277k -30% 9.3k 29.66
Shopify Inc cl a (SHOP) 0.0 $270k +60% 264.00 1022.73
Healthcare Tru-a Reit (HTA) 0.0 $270k +13% 10k 26.00
State Street ETF/USA Etp (XLRE) 0.0 $267k +10% 7.6k 35.34
Quest Diagnostics Incorporated (DGX) 0.0 $267k -2% 2.3k 114.44
Southwest Airlines (LUV) 0.0 $256k +184% 6.8k 37.46
Paypal Holdings (PYPL) 0.0 $255k +44% 1.3k 196.76
Accenture (ACN) 0.0 $255k -89% 1.1k 225.86
VanEck Vectors ETFs/USA Etp (MLN) 0.0 $252k 12k 21.35
State Street ETF/USA Etp (TIPX) 0.0 $250k -3% 12k 20.72
Walt Disney Company (DIS) 0.0 $249k +47% 2.0k 124.07
Nuveen ETFs/USA Etp (NUMG) 0.0 $243k -28% 5.7k 42.31
Steel Dynamics (STLD) 0.0 $243k +167% 8.5k 28.58

Past Filings by CX Institutional

SEC 13F filings are viewable for CX Institutional going back to 2018