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Ardsley Advisory Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ardsley Advisory 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
Q2 		– Sell
-150,000
Closed -$6.88M – 218
2026
Q1 		$6.88M Buy
150,000
+50,000
+50% +$2.24M 0.88% 35
2025
Q4 		$4.27M Buy
+100,000
New +$4.43M 0.47% 69

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Ardsley Advisory Partners's XLU Position: Q2 2026 in Review

Ardsley Advisory Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 150,000 shares — an estimated $6.88M sold.

Ardsley Advisory Partners first reported a position in XLU in Q4 2025 and held it in 2 quarters. The position peaked at $6.88M in Q1 2026. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Ardsley Advisory Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Ardsley Advisory Partners sold 150,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.88M.
  • Ardsley Advisory Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Ardsley Advisory Partners's State Street Utilities Select Sector SPDR ETF position peaked at $6.88M in Q1 2026.
  • 616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.