Canton Hathaway’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Canton Hathaway’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	$3.68M	Buy	81,077 +1,077	+1%	+$48.8K	0.7%	24
2026 Q1	$3.67M	Buy	80,000 +3,484	+5%	+$156K	0.74%	23
2025 Q4	$3.27M	Buy	76,516 +2,706	+4%	+$120K	0.63%	26
2025 Q3	$3.22M	Buy	73,810 +2,164	+3%	+$91.5K	0.62%	26
2025 Q2	$2.92M	Sell	71,646 -400	-0.6%	-$15.9K	0.6%	25
2025 Q1	$2.84M	Buy	72,046 +1,120	+2%	+$43.8K	0.57%	23
2024 Q4	$2.68M	Buy	70,926 +10,020	+16%	+$398K	0.67%	24
2024 Q3	$2.46M	Buy	60,906 +2,124	+4%	+$78.8K	0.61%	25
2024 Q2	$2M	Buy	+58,782	New	+$2.02M	0.55%	27
2023 Q4	–	Sell	-5,374	Closed	-$158K	–	252
2023 Q3	$158K	Hold	5,374	–	–	0.05%	101
2023 Q2	$176K	Hold	5,374	–	–	0.06%	99
2023 Q1	$182K	Sell	5,374 -60,382	-92%	-$2.05M	0.06%	95
2022 Q4	$2.32M	Hold	65,756	–	–	0.81%	18
2022 Q3	$2.15M	Buy	65,756 +784	+1%	+$28.7K	0.79%	21
2022 Q2	$2.28M	Hold	64,972	–	–	0.79%	23
2022 Q1	$2.42M	Buy	64,972 +738	+1%	+$25.6K	0.68%	26
2021 Q4	$2.3M	Buy	64,234 +1,776	+3%	+$59.9K	0.62%	32
2021 Q3	$2M	Buy	62,458 +2,268	+4%	+$75.8K	0.57%	35
2021 Q2	$1.9M	Buy	60,190 +8,146	+16%	+$267K	0.56%	39
2021 Q1	$1.67M	Buy	52,044 +5,516	+12%	+$171K	0.53%	42
2020 Q4	$1.46M	Buy	+46,528	New	+$1.47M	0.49%	44

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Canton Hathaway's XLU Position: Q2 2026 in Review

Canton Hathaway increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, buying an estimated $48.8K and bringing the position to 81,077 shares worth $3.68M. The position accounts for 0.7% of the portfolio, ranked #24.

Canton Hathaway first reported a position in XLU in Q4 2020 and has held it in 21 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Canton Hathaway held 81,077 shares of State Street Utilities Select Sector SPDR ETF worth $3.68M as of Q2 2026.
Canton Hathaway bought 1,077 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $48.8K.
State Street Utilities Select Sector SPDR ETF made up 0.7% of Canton Hathaway's portfolio in Q2 2026, its #24 holding.
Canton Hathaway first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Canton Hathaway's 13F filing for Q2 2026, filed 6 Aug 2026.