Childress Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Childress Capital Advisors’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	$362K	Sell	7,887 -4,287	-35%	-$192K	0.07%	219
2025 Q4	$520K	Buy	+12,174	New	+$539K	0.08%	178
2023 Q4	–	Sell	-7,826	Closed	-$231K	–	214
2023 Q3	$231K	Hold	7,826	–	–	0.08%	153
2023 Q2	$256K	Buy	+7,826	New	+$263K	0.11%	66

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

Childress Capital Advisors's XLU Position: Q1 2026 in Review

Childress Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 35% in Q1 2026, selling an estimated $192K and leaving 7,887 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #219.

Childress Capital Advisors first reported a position in XLU in Q2 2023 and has held it in 4 quarters since. The position peaked at $520K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Childress Capital Advisors held 7,887 shares of State Street Utilities Select Sector SPDR ETF worth $362K as of Q1 2026.
Childress Capital Advisors sold 4,287 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $192K.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Childress Capital Advisors's portfolio in Q1 2026, its #219 holding.
Childress Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 4 quarters since.
Childress Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $520K in Q4 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.