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Chicago Partners Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Chicago Partners Investment Group’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 		$1.02M Sell
22,010
-1,386
-6% -$62.8K 0.02% 651
2026
Q1 		$1.05M Buy
23,396
+1,050
+5% +$47.1K 0.02% 528
2025
Q4 		$951K Buy
22,346
+2,324
+12% +$103K 0.02% 492
2025
Q3 		$902K Sell
20,022
-1,170
-6% -$49.5K 0.02% 459
2025
Q2 		$894K Sell
21,192
-548
-3% -$21.8K 0.03% 423
2025
Q1 		$878K Buy
21,740
+6,752
+45% +$264K 0.03% 385
2024
Q4 		$570K Hold
14,988
– – 0.02% 467
2024
Q3 		$615K Buy
14,988
+4
+0% +$148 0.02% 438
2024
Q2 		$538K Buy
14,984
+4
+0% +$137 0.02% 447
2024
Q1 		$497K Buy
14,980
+2,080
+16% +$64.9K 0.02% 450
2023
Q4 		$387K Buy
12,900
+6
+0% +$183 0.02% 483
2023
Q3 		$371K Buy
12,894
+452
+4% +$14.6K 0.02% 469
2023
Q2 		$412K Sell
12,442
-2,010
-14% -$67.7K 0.02% 463
2023
Q1 		$506K Buy
14,452
+1,592
+12% +$54K 0.03% 380
2022
Q4 		$440K Buy
12,860
+430
+3% +$14.6K 0.03% 404
2022
Q3 		$409K Buy
12,430
+2
+0% +$73 0.03% 378
2022
Q2 		$460K Buy
12,428
+4
+0% +$145 0.03% 350
2022
Q1 		$445K Buy
12,424
+2
+0% +$69 0.03% 343
2021
Q4 		$413K Buy
12,422
+422
+4% +$14.2K 0.03% 372
2021
Q3 		$400K Sell
12,000
-30
-0.2% -$1K 0.03% 379
2021
Q2 		$395K Sell
12,030
-100
-0.8% -$3.27K 0.03% 366
2021
Q1 		$402K Buy
12,130
+130
+1% +$4.03K 0.03% 341
2020
Q4 		$377K Hold
12,000
– – 0.04% 326
2020
Q3 		$388K Sell
12,000
-30
-0.2% -$890 0.05% 271
2020
Q2 		$358K Buy
12,030
+30
+0.3% +$865 0.04% 263
2020
Q1 		$363K Sell
12,000
-400
-3% -$12.8K 0.06% 225
2019
Q4 		$411K Buy
12,400
+200
+2% +$6.35K 0.05% 237
2019
Q3 		$395K Buy
12,200
+200
+2% +$6.17K 0.06% 227
2019
Q2 		$361K Hold
12,000
– – 0.05% 228
2019
Q1 		$344K Hold
12,000
– – 0.05% 223
2018
Q4 		$321K Hold
12,000
– – 0.05% 249
2018
Q3 		$325K Hold
12,000
– – 0.05% 235
2018
Q2 		$312K Hold
12,000
– – 0.05% 225
2018
Q1 		$303K Hold
12,000
– – 0.05% 214
2017
Q4 		$316K Hold
12,000
– – 0.05% 213
2017
Q3 		$318K Hold
12,000
– – 0.05% 211
2017
Q2 		$291K Hold
12,000
– – 0.08% 150
2017
Q1 		$308K Buy
+12,000
New +$300K 0.09% 144
2016
Q1 		– Sell
-10,484
Closed -$227K – 492
2015
Q4 		$227K Buy
+10,484
New +$227K 0.11% 141

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chicago Partners Investment Group's XLU Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q2 2026, selling an estimated $62.8K and leaving 22,010 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #651.

Chicago Partners Investment Group first reported a position in XLU in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.05M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Chicago Partners Investment Group held 22,010 shares of State Street Utilities Select Sector SPDR ETF worth $1.02M as of Q2 2026.
  • Chicago Partners Investment Group sold 1,386 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $62.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #651 holding.
  • Chicago Partners Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 39 quarters since.
  • Chicago Partners Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.05M 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.