Cary Street Partners Investment Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cary Street Partners Investment Advisory's XLU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q2 2026, buying an estimated $32.4K and bringing the position to 26,772 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #93.

Cary Street Partners Investment Advisory first reported a position in XLU in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q2 2022. 1,180 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

• Cary Street Partners Investment Advisory held 26,772 shares of State Street Utilities Select Sector SPDR ETF worth $1.21M as of Q2 2026.
• Cary Street Partners Investment Advisory bought 715 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $32.4K.
• State Street Utilities Select Sector SPDR ETF made up 0.25% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #93 holding.
• Cary Street Partners Investment Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
• Cary Street Partners Investment Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $11.3M in Q2 2022.
• 1,180 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.