Anchor Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $175K | Buy |
3,817
+1,112
| +41% | +$49.9K | 0.01% | 401 |
|
|
2025
Q4 | $115K | Sell |
2,705
-479
| -15% | -$21.2K | 0.01% | 455 |
|
|
2025
Q3 | $139K | Buy |
3,184
+800
| +34% | +$33.8K | 0.01% | 435 |
|
|
2025
Q2 | $97.3K | Hold |
2,384
| – | – | 0.01% | 477 |
|
|
2025
Q1 | $94K | Hold |
2,384
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $90.2K | Sell |
2,384
-482
| -17% | -$19.1K | 0.01% | 480 |
|
|
2024
Q3 | $116K | Hold |
2,866
| – | – | 0.01% | 442 |
|
|
2024
Q2 | $97.6K | Buy |
2,866
+288
| +11% | +$9.89K | 0.01% | 432 |
|
|
2024
Q1 | $84.6K | Sell |
2,578
-318
| -11% | -$9.93K | 0.01% | 470 |
|
|
2023
Q4 | $91.7K | Buy |
2,896
+406
| +16% | +$12.4K | 0.01% | 448 |
|
|
2023
Q3 | $73.4K | Buy |
2,490
+900
| +57% | +$29K | 0.01% | 459 |
|
|
2023
Q2 | $52K | Hold |
1,590
| – | – | 0.01% | 502 |
|
|
2023
Q1 | $53.8K | Hold |
1,590
| – | – | 0.01% | 521 |
|
|
2022
Q4 | $56K | Sell |
1,590
-330
| -17% | -$11.2K | 0.01% | 500 |
|
|
2022
Q3 | $62.9K | Hold |
1,920
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $67.3K | Hold |
1,920
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $71.5K | Buy |
1,920
+86
| +5% | +$2.98K | 0.01% | 506 |
|
|
2021
Q4 | $65.6K | Hold |
1,834
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $58.6K | Hold |
1,834
| – | – | 0.01% | 500 |
|
|
2021
Q2 | $58K | Hold |
1,834
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $58.7K | Hold |
1,834
| – | – | 0.01% | 492 |
|
|
2020
Q4 | $57.5K | Hold |
1,834
| – | – | 0.01% | 446 |
|
|
2020
Q3 | $54.5K | Hold |
1,834
| – | – | 0.01% | 426 |
|
|
2020
Q2 | $51.7K | Hold |
1,834
| – | – | 0.01% | 426 |
|
|
2020
Q1 | $50.8K | Sell |
1,834
-990
| -35% | -$31.7K | 0.01% | 412 |
|
|
2019
Q4 | $91.2K | Buy |
2,824
+1,718
| +155% | +$54.6K | 0.02% | 382 |
|
|
2019
Q3 | $35.8K | Hold |
1,106
| – | – | 0.01% | 495 |
|
|
2019
Q2 | $33K | Hold |
1,106
| – | – | 0.01% | 509 |
|
|
2019
Q1 | $32.2K | Hold |
1,106
| – | – | 0.01% | 503 |
|
|
2018
Q4 | $29.3K | Hold |
1,106
| – | – | 0.01% | 503 |
|
|
2018
Q3 | $29.1K | Hold |
1,106
| – | – | 0.01% | 534 |
|
|
2018
Q2 | $28.7K | Hold |
1,106
| – | – | 0.01% | 543 |
|
|
2018
Q1 | $27.9K | Hold |
1,106
| – | – | 0.01% | 541 |
|
|
2017
Q4 | $29.1K | Buy |
1,106
+82
| +8% | +$2.25K | 0.01% | 529 |
|
|
2017
Q3 | $27.2K | Sell |
1,024
-426
| -29% | -$11.4K | 0.01% | 527 |
|
|
2017
Q2 | $37.7K | Buy |
1,450
+426
| +42% | +$11.2K | 0.01% | 435 |
|
|
2017
Q1 | $26.3K | Hold |
1,024
| – | – | 0.01% | 455 |
|
|
2016
Q4 | $24.9K | Buy |
1,024
+400
| +64% | +$9.55K | 0.01% | 449 |
|
|
2016
Q3 | $15.3K | Hold |
624
| – | – | 0.01% | 478 |
|
|
2016
Q2 | $16.4K | Hold |
624
| – | – | 0.01% | 463 |
|
|
2016
Q1 | $15.5K | Buy |
+624
| New | +$14.4K | 0.01% | 451 |
|
Other funds holding XLU
Anchor Investment Management's XLU Position: Q1 2026 in Review
Anchor Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q1 2026, buying an estimated $49.9K and bringing the position to 3,817 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #401.
Anchor Investment Management first reported a position in XLU in Q1 2016 and has held it in 41 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Anchor Investment Management held 3,817 shares of State Street Utilities Select Sector SPDR ETF worth $175K as of Q1 2026.
- Anchor Investment Management bought 1,112 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $49.9K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #401 holding.
- Anchor Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.