Caitlin John’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
$1.04K Sell
23
-8
-26% -$359 ﹤0.01% 798
2025
Q4
$1.31K Sell
31
-21
-40% -$930 ﹤0.01% 764
2025
Q3
$2.25K Buy
+52
New +$2.2K ﹤0.01% 681
2025
Q1
Sell
-270
Closed -$10.2K 827
2024
Q4
$10.2K Buy
270
+74
+38% +$2.94K 0.01% 479
2024
Q3
$7.71K Buy
196
+128
+188% +$4.75K ﹤0.01% 517
2024
Q2
$2.33K Buy
68
+10
+17% +$343 ﹤0.01% 636
2024
Q1
$1.9K Buy
58
+50
+625% +$1.56K ﹤0.01% 686
2023
Q4
$253 Buy
+8
New +$245 ﹤0.01% 841

Other funds holding XLU

Caitlin John's XLU Position: Q1 2026 in Review

Caitlin John reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q1 2026, selling an estimated $359 and leaving 23 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Caitlin John first reported a position in XLU in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.2K in Q4 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Caitlin John held 23 shares of State Street Utilities Select Sector SPDR ETF worth $1.04K as of Q1 2026.
  • Caitlin John sold 8 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $359.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #798 holding.
  • Caitlin John first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's State Street Utilities Select Sector SPDR ETF position peaked at $10.2K in Q4 2024.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.