Arcus Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Arcus Capital Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,000	Closed	-$256K	–	159
2025 Q4	$256K	Buy	+6,000	New	+$266K	0.09%	121
2021 Q3	–	Sell	-34,050	Closed	-$1.08M	–	109
2021 Q2	$1.08M	Hold	34,050	–	–	0.5%	39
2021 Q1	$1.09M	Hold	34,050	–	–	0.09%	39
2020 Q4	$1.07M	Sell	34,050 -892	-3%	-$28.2K	0.16%	42
2020 Q3	$1.04M	Sell	34,942 -384	-1%	-$11.4K	0.16%	30
2020 Q2	$997K	Sell	35,326 -3,508	-9%	-$101K	0.28%	31
2020 Q1	$1.08M	Sell	38,834 -3,428	-8%	-$110K	0.46%	23
2019 Q4	$1.36M	Sell	42,262 -294	-0.7%	-$9.34K	0.46%	23
2019 Q3	$1.38M	Sell	42,556 -1,914	-4%	-$59.1K	0.54%	21
2019 Q2	$1.33M	Buy	+44,470	New	+$1.31M	0.48%	27

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Arcus Capital Partners's XLU Position: Q1 2026 in Review

Arcus Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 6,000 shares — an estimated $256K sold.

Arcus Capital Partners first reported a position in XLU in Q2 2019 and held it in 10 quarters. The position peaked at $1.38M in Q3 2019. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Arcus Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Arcus Capital Partners sold 6,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $256K.
Arcus Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and held it in 10 quarters.
Arcus Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.38M in Q3 2019.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Arcus Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.