Capital Insight Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capital Insight 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 Q1	–	Sell	-114,733	Closed	-$4.9M	–	130
2025 Q4	$4.9M	Sell	114,733 -22,109	-16%	-$979K	1.04%	32
2025 Q3	$5.97M	Buy	136,842 +2,620	+2%	+$111K	0.99%	30
2025 Q2	$5.48M	Sell	134,222 -6,770	-5%	-$270K	0.95%	33
2025 Q1	$5.56M	Buy	140,992 +120,416	+585%	+$4.7M	0.97%	37
2024 Q4	$779K	Buy	+20,576	New	+$817K	0.13%	111

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capital Insight Partners's XLU Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 114,733 shares — an estimated $4.9M sold.

Capital Insight Partners first reported a position in XLU in Q4 2024 and held it in 5 quarters. The position peaked at $5.97M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Capital Insight Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 114,733 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.9M.
Capital Insight Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Capital Insight Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.97M in Q3 2025.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.