Cary Street Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cary Street Partners's XLU Position: Q2 2026 in Review
Cary Street Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.7% in Q2 2026, selling an estimated $158K and leaving 91,019 shares worth $4.13M. The position accounts for 0.09% of the portfolio, ranked #226.
Cary Street Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.34M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Cary Street Partners held 91,019 shares of State Street Utilities Select Sector SPDR ETF worth $4.13M as of Q2 2026.
- Cary Street Partners sold 3,487 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
- State Street Utilities Select Sector SPDR ETF made up 0.09% of Cary Street Partners's portfolio in Q2 2026, its #226 holding.
- Cary Street Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Cary Street Partners's State Street Utilities Select Sector SPDR ETF position peaked at $4.34M in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.