Chilton Investment Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Chilton Investment Company’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	$1.97M	Hold	43,000	–	–	0.05%	133
2025 Q4	$1.84M	Hold	43,000	–	–	0.04%	115
2025 Q3	$1.88M	Hold	43,000	–	–	0.04%	119
2025 Q2	$1.76M	Hold	43,000	–	–	0.04%	89
2025 Q1	$1.7M	Hold	43,000	–	–	0.04%	98
2024 Q4	$1.63M	Hold	43,000	–	–	0.04%	93
2024 Q3	$1.74M	Hold	43,000	–	–	0.05%	99
2024 Q2	$1.47M	Hold	43,000	–	–	0.04%	95
2024 Q1	$1.41M	Hold	43,000	–	–	0.04%	97
2023 Q4	$1.36M	Hold	43,000	–	–	0.04%	93
2023 Q3	$1.27M	Hold	43,000	–	–	0.04%	95
2023 Q2	$1.41M	Hold	43,000	–	–	0.04%	90
2023 Q1	$1.46M	Hold	43,000	–	–	0.05%	84
2022 Q4	$1.52M	Hold	43,000	–	–	0.05%	82
2022 Q3	$1.41M	Hold	43,000	–	–	0.04%	85
2022 Q2	$1.51M	Hold	43,000	–	–	0.04%	90
2022 Q1	$1.6M	Hold	43,000	–	–	0.04%	79
2021 Q4	$1.54M	Hold	43,000	–	–	0.03%	83
2021 Q3	$1.37M	Buy	+43,000	New	+$1.44M	0.03%	87

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

Chilton Investment Company's XLU Position: Q1 2026 in Review

Chilton Investment Company held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 43,000 shares worth $1.97M. The position accounts for 0.05% of the portfolio, ranked #133.

Chilton Investment Company first reported a position in XLU in Q3 2021 and has held it in 19 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Chilton Investment Company held 43,000 shares of State Street Utilities Select Sector SPDR ETF worth $1.97M as of Q1 2026.
Chilton Investment Company left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Chilton Investment Company's portfolio in Q1 2026, its #133 holding.
Chilton Investment Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.