CenterStar Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CenterStar Asset Management’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 Q3	$257K	Buy	+6,500	New	+$282K	0.06%	191
2024 Q4	–	Sell	-6,530	Closed	-$264K	–	414
2024 Q3	$264K	Buy	+6,530	New	+$242K	0.05%	237
2024 Q2	–	Sell	-13,672	Closed	-$449K	–	378
2024 Q1	$449K	Buy	+13,672	New	+$427K	0.14%	150
2023 Q4	–	Sell	-41,286	Closed	-$1.22M	–	455
2023 Q3	$1.22M	Buy	41,286 +20,080	+95%	+$647K	0.25%	75
2023 Q2	$694K	Buy	+21,206	New	+$714K	0.08%	167
2021 Q1	–	Hold	0	–	–	–	542
2020 Q4	–	Hold	0	–	–	–	498
2020 Q3	–	Hold	0	–	–	–	418
2020 Q2	–	Hold	0	–	–	–	223
2019 Q4	–	Hold	0	–	–	–	98
2019 Q3	–	Hold	0	–	–	–	33
2018 Q4	–	Hold	0	–	–	–	241

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CenterStar Asset Management's XLU Position: Q3 2026 in Review

CenterStar Asset Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 6,500 shares worth $257K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: CenterStar Asset Management previously reported a position in XLU as recently as Q3 2024.

CenterStar Asset Management first reported a position in XLU in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.22M in Q3 2023. 64 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

CenterStar Asset Management held 6,500 shares of State Street Utilities Select Sector SPDR ETF worth $257K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new CenterStar Asset Management position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of CenterStar Asset Management's portfolio in Q3 2026, its #191 holding.
CenterStar Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
CenterStar Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.22M in Q3 2023.
64 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on CenterStar Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.