Berkeley Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Berkeley Capital Partners's XLU Position: Q1 2026 in Review
Berkeley Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 55% in Q1 2026, selling an estimated $336K and leaving 6,018 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #154.
Berkeley Capital Partners first reported a position in XLU in Q1 2016 and has held it in 19 quarters since. The position peaked at $704K in Q4 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Berkeley Capital Partners held 6,018 shares of State Street Utilities Select Sector SPDR ETF worth $276K as of Q1 2026.
- Berkeley Capital Partners sold 7,480 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $336K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Berkeley Capital Partners's portfolio in Q1 2026, its #154 holding.
- Berkeley Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 19 quarters since.
- Berkeley Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $704K in Q4 2023.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.