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 Q2	$1.12M	Sell	24,727 -54,919	-69%	-$2.49M	0.05%	58
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cavalier Investments's XLU Position: Q2 2026 in Review

Cavalier Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 69% in Q2 2026, selling an estimated $2.49M and leaving 24,727 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #58.

Cavalier Investments first reported a position in XLU in Q1 2016 and has held it in 18 quarters since. The position peaked at $19.3M in Q4 2018. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cavalier Investments held 24,727 shares of State Street Utilities Select Sector SPDR ETF worth $1.12M as of Q2 2026.
Cavalier Investments sold 54,919 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.49M.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Cavalier Investments's portfolio in Q2 2026, its #58 holding.
Cavalier Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 18 quarters since.
Cavalier Investments's State Street Utilities Select Sector SPDR ETF position peaked at $19.3M in Q4 2018.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.