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ARS Investment Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

ARS Investment 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 		$561K Buy
12,370
+480
+4% +$21.7K 0.02% 123
2026
Q1 		$546K Sell
11,890
-2,159
-15% -$96.9K 0.03% 111
2025
Q4 		$600K Buy
14,049
+889
+7% +$39.4K 0.04% 109
2025
Q3 		$574K Buy
13,160
+1,866
+17% +$78.9K 0.04% 110
2025
Q2 		$461K Buy
11,294
+958
+9% +$38.2K 0.03% 121
2025
Q1 		$391K Hold
10,336
– – 0.04% 124
2024
Q4 		$391K Buy
10,336
+596
+6% +$23.7K 0.04% 124
2024
Q3 		$393K Buy
9,740
+934
+11% +$34.6K 0.04% 123
2024
Q2 		$300K Buy
8,806
+150
+2% +$5.15K 0.03% 124
2024
Q1 		$284K Sell
8,656
-4
-0% -$125 0.03% 129
2023
Q4 		$274K Buy
8,660
+74
+0.9% +$2.26K 0.03% 131
2023
Q3 		$253K Buy
8,586
+410
+5% +$13.2K 0.03% 126
2023
Q2 		$267K Buy
8,176
+8
+0.1% +$269 0.03% 136
2023
Q1 		$276K Sell
8,168
-232
-3% -$7.86K 0.03% 130
2022
Q4 		$296K Buy
8,400
+74
+0.9% +$2.52K 0.04% 113
2022
Q3 		$273K Buy
8,326
+516
+7% +$18.9K 0.04% 128
2022
Q2 		$274K Sell
7,810
-39,582
-84% -$1.43M 0.04% 121
2022
Q1 		$1.76M Sell
47,392
-644
-1% -$22.3K 0.17% 70
2021
Q4 		$1.72M Buy
48,036
+496
+1% +$16.7K 0.16% 71
2021
Q3 		$1.52M Buy
47,540
+3,800
+9% +$127K 0.15% 72
2021
Q2 		$1.38M Buy
43,740
+2,160
+5% +$70.7K 0.14% 72
2021
Q1 		$1.33M Buy
41,580
+3,374
+9% +$105K 0.15% 69
2020
Q4 		$1.2M Buy
38,206
+4,052
+12% +$128K 0.15% 68
2020
Q3 		$1.01M Buy
+34,154
New +$1.01M 0.16% 64
2020
Q2 		– Sell
-31,250
Closed -$866K – 97
2020
Q1 		$866K Buy
31,250
+1,438
+5% +$46K 0.21% 55
2019
Q4 		$963K Sell
29,812
-1,450
-5% -$46.1K 0.16% 72
2019
Q3 		$1.01M Buy
31,262
+5,944
+23% +$183K 0.18% 64
2019
Q2 		$755K Buy
25,318
+298
+1% +$8.75K 0.13% 83
2019
Q1 		$728K Buy
25,020
+918
+4% +$25.5K 0.13% 85
2018
Q4 		$638K Buy
24,102
+982
+4% +$26.7K 0.14% 83
2018
Q3 		$609K Buy
23,120
+5,224
+29% +$139K 0.09% 101
2018
Q2 		$465K Sell
17,896
-1,080
-6% -$27.2K 0.07% 106
2018
Q1 		$479K Buy
18,976
+1,958
+12% +$48.9K 0.06% 127
2017
Q4 		$448K Buy
17,018
+390
+2% +$10.7K 0.05% 135
2017
Q3 		$441K Buy
16,628
+724
+5% +$19.4K 0.06% 135
2017
Q2 		$413K Buy
15,904
+2,978
+23% +$78.2K 0.06% 133
2017
Q1 		$332K Buy
12,926
+3,824
+42% +$95.5K 0.05% 138
2016
Q4 		$221K Sell
9,102
-65,520
-88% -$1.56M 0.03% 149
2016
Q3 		$1.83M Buy
74,622
+2,342
+3% +$59.5K 0.4% 61
2016
Q2 		$1.9M Sell
72,280
-1,544
-2% -$38.1K 0.42% 61
2016
Q1 		$1.83M Buy
73,824
+3,074
+4% +$71K 0.43% 57
2015
Q4 		$1.53M Buy
70,750
+472
+0.7% +$10.2K 0.36% 63
2015
Q3 		$1.52M Sell
70,278
-848
-1% -$18.3K 0.35% 67
2015
Q2 		$1.47M Buy
71,126
+4,410
+7% +$96.5K 0.27% 68
2015
Q1 		$1.48M Buy
66,716
+232
+0.3% +$5.36K 0.28% 63
2014
Q4 		$1.57M Buy
66,484
+322
+0.5% +$7.29K 0.27% 63
2014
Q3 		$1.39M Buy
66,162
+2,228
+3% +$47.2K 0.21% 68
2014
Q2 		$1.42M Buy
63,934
+2,312
+4% +$49.2K 0.22% 63
2014
Q1 		$1.28M Buy
61,622
+21,404
+53% +$422K 0.23% 61
2013
Q4 		$764K Buy
+40,218
New +$769K 0.13% 66

Other funds holding XLU

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ARS Investment Partners's XLU Position: Q2 2026 in Review

ARS Investment Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4% in Q2 2026, buying an estimated $21.7K and bringing the position to 12,370 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #123.

ARS Investment Partners first reported a position in XLU in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.9M in Q2 2016. 457 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • ARS Investment Partners held 12,370 shares of State Street Utilities Select Sector SPDR ETF worth $561K as of Q2 2026.
  • ARS Investment Partners bought 480 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #123 holding.
  • ARS Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • ARS Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.9M in Q2 2016.
  • 457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.