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

Argyle 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	$900K	Buy	19,608 +8,546	+77%	+$383K	0.65%	48
2025 Q4	$472K	Buy	11,062 +1,216	+12%	+$53.9K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Argyle Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 77% in Q1 2026, buying an estimated $383K and bringing the position to 19,608 shares worth $900K. The position accounts for 0.65% of the portfolio, ranked #48.

Argyle Capital Partners first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Argyle Capital Partners held 19,608 shares of State Street Utilities Select Sector SPDR ETF worth $900K as of Q1 2026.
Argyle Capital Partners bought 8,546 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
State Street Utilities Select Sector SPDR ETF made up 0.65% of Argyle Capital Partners's portfolio in Q1 2026, its #48 holding.
Argyle Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.