Cascades Capital Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cascades Capital Asset Management's XLU Position: Q1 2026 in Review
Cascades Capital Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q1 2026, selling an estimated $67.3K and leaving 10,800 shares worth $496K. The position accounts for 0.21% of the portfolio, ranked #77.
Cascades Capital Asset Management first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. The position peaked at $525K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Cascades Capital Asset Management held 10,800 shares of State Street Utilities Select Sector SPDR ETF worth $496K as of Q1 2026.
- Cascades Capital Asset Management sold 1,500 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $67.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.21% of Cascades Capital Asset Management's portfolio in Q1 2026, its #77 holding.
- Cascades Capital Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- Cascades Capital Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $525K in Q4 2025.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.