Cavalier Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cavalier Investments’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	$3.65M	Buy	+79,646	New	+$3.57M	0.1%	69
2025 Q2	–	Sell	-55,680	Closed	-$2.2M	–	87
2025 Q1	$2.2M	Buy	+55,680	New	+$2.18M	0.75%	38
2024 Q4	–	Sell	-62,188	Closed	-$2.51M	–	94
2024 Q3	$2.51M	Buy	+62,188	New	+$2.31M	0.77%	39
2021 Q1	–	Sell	-23,718	Closed	-$744K	–	120
2020 Q4	$744K	Buy	+23,718	New	+$751K	0.34%	91
2019 Q4	–	Sell	-391,638	Closed	-$12.7M	–	152
2019 Q3	$12.7M	Buy	391,638 +258,002	+193%	+$7.96M	5.47%	2
2019 Q2	$3.98M	Sell	133,636 -173,964	-57%	-$5.11M	1.67%	17
2019 Q1	$8.95M	Sell	307,600 -422,912	-58%	-$11.8M	3.68%	7
2018 Q4	$19.3M	Buy	730,512 +213,110	+41%	+$5.79M	6.23%	4
2018 Q3	$13.6M	Buy	517,402 +369,650	+250%	+$9.82M	3.96%	8
2018 Q2	$3.84M	Buy	+147,752	New	+$3.72M	1.29%	11
2018 Q1	–	Sell	-377,664	Closed	-$9.95M	–	200
2017 Q4	$9.95M	Buy	377,664 +29,194	+8%	+$800K	3.97%	10
2017 Q3	$9.24M	Hold	348,470	–	–	4.44%	5
2017 Q2	$9.05M	Hold	348,470	–	–	5.04%	4
2017 Q1	$8.94M	Buy	+348,470	New	+$8.7M	5.01%	5
2016 Q4	–	Sell	-338,538	Closed	-$8.29M	–	157
2016 Q3	$8.29M	Sell	338,538 -133,992	-28%	-$3.4M	5.04%	8
2016 Q2	$12.4M	Buy	472,530 +445,310	+1,636%	+$11M	7.25%	2
2016 Q1	$675K	Buy	+27,220	New	+$628K	0.39%	51

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

Cavalier Investments's XLU Position: Q1 2026 in Review

Cavalier Investments opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 79,646 shares worth $3.65M. The stake represents 0.1% of the portfolio and ranks #69 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in XLU as recently as Q1 2025.

Cavalier Investments first reported a position in XLU in Q1 2016 and has held it in 17 quarters since. The position peaked at $19.3M in Q4 2018. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Cavalier Investments held 79,646 shares of State Street Utilities Select Sector SPDR ETF worth $3.65M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Cavalier Investments position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Cavalier Investments's portfolio in Q1 2026, its #69 holding.
Cavalier Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 17 quarters since.
Cavalier Investments's State Street Utilities Select Sector SPDR ETF position peaked at $19.3M in Q4 2018.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.