Blue Chip 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
Q1
$229K Sell
4,992
-4,171
-46% -$187K 0.02% 159
2025
Q4
$391K Buy
9,163
+1,969
+27% +$87.2K 0.03% 125
2025
Q3
$314K Buy
7,194
+1,070
+17% +$45.3K 0.02% 134
2025
Q2
$250K Sell
6,124
-1,074
-15% -$42.8K 0.02% 149
2025
Q1
$284K Sell
7,198
-1,066
-13% -$41.6K 0.02% 131
2024
Q4
$313K Buy
8,264
+1,908
+30% +$75.7K 0.03% 126
2024
Q3
$257K Sell
6,356
-64
-1% -$2.37K 0.02% 126
2024
Q2
$219K Sell
6,420
-30,470
-83% -$1.05M 0.02% 127
2024
Q1
$1.21M Buy
36,890
+23,960
+185% +$748K 0.12% 71
2023
Q4
$409K Buy
12,930
+6,272
+94% +$192K 0.04% 98
2023
Q3
$196K Buy
6,658
+1,688
+34% +$54.4K 0.02% 136
2023
Q2
$163K Sell
4,970
-842
-14% -$28.3K 0.02% 161
2023
Q1
$197K Sell
5,812
-716
-11% -$24.3K 0.02% 135
2022
Q4
$230K Buy
+6,528
New +$222K 0.03% 126
2021
Q1
Sell
-15,564
Closed -$488K 168
2020
Q4
$488K Buy
+15,564
New +$493K 0.08% 81

Other funds holding XLU

Blue Chip Partners's XLU Position: Q1 2026 in Review

Blue Chip Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 46% in Q1 2026, selling an estimated $187K and leaving 4,992 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #159.

Blue Chip Partners first reported a position in XLU in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Blue Chip Partners held 4,992 shares of State Street Utilities Select Sector SPDR ETF worth $229K as of Q1 2026.
  • Blue Chip Partners sold 4,171 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $187K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Blue Chip Partners's portfolio in Q1 2026, its #159 holding.
  • Blue Chip Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
  • Blue Chip Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.21M in Q1 2024.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.