Argyle Capital Partners’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
Q3
$865K Sell
21,920
-948
-4% -$41.2K 0.53% 55
2026
Q2
$1.04M Buy
22,868
+3,260
+17% +$148K 0.65% 47
2026
Q1
$900K Buy
19,608
+8,546
+77% +$383K 0.65% 48
2025
Q4
$472K Buy
11,062
+1,216
+12% +$53.8K 0.35% 90
2025
Q3
$429K Buy
9,846
+4,548
+86% +$192K 0.31% 95
2025
Q2
$216K Sell
5,298
-1,886
-26% -$75.1K 0.18% 137
2025
Q1
$283K Sell
7,184
-1,232
-15% -$48.1K 0.24% 108
2024
Q4
$319K Buy
+8,416
New +$334K 0.27% 96

Other funds holding XLU

Argyle Capital Partners's XLU Position: Q3 2026 in Review

Argyle Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.1% in Q3 2026, selling an estimated $41.2K and leaving 21,920 shares worth $865K. The position accounts for 0.53% of the portfolio, ranked #55.

Argyle Capital Partners first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2026. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Argyle Capital Partners held 21,920 shares of State Street Utilities Select Sector SPDR ETF worth $865K as of Q3 2026.
  • Argyle Capital Partners sold 948 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $41.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.53% of Argyle Capital Partners's portfolio in Q3 2026, its #55 holding.
  • Argyle Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
  • Argyle Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.04M in Q2 2026.
  • 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.