CIBC Private Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.78M | Sell |
135,448
-3,548
| -3% | -$157K | 0.01% | 408 |
|
|
2025
Q3 | $6.06M | Buy |
138,996
+1,034
| +0.7% | +$43.7K | 0.01% | 401 |
|
|
2025
Q2 | $5.63M | Sell |
137,962
-432
| -0.3% | -$17.2K | 0.01% | 410 |
|
|
2025
Q1 | $5.06M | Sell |
138,394
-1,866
| -1% | -$72.9K | 0.01% | 396 |
|
|
2024
Q4 | $5.33M | Buy |
140,260
+3,316
| +2% | +$132K | 0.01% | 414 |
|
|
2024
Q3 | $5.53M | Sell |
136,944
-3,740
| -3% | -$139K | 0.01% | 413 |
|
|
2024
Q2 | $4.83M | Buy |
140,684
+17,178
| +14% | +$590K | 0.01% | 409 |
|
|
2024
Q1 | $4.03M | Sell |
123,506
-781,806
| -86% | -$24.4M | 0.01% | 439 |
|
|
2023
Q4 | $28.7M | Buy |
905,312
+223,044
| +33% | +$6.82M | 0.06% | 228 |
|
|
2023
Q3 | $20.1M | Buy |
682,268
+597,500
| +705% | +$19.3M | 0.05% | 259 |
|
|
2023
Q2 | $2.77M | Buy |
84,768
+952
| +1% | +$32.1K | 0.01% | 454 |
|
|
2023
Q1 | $2.62M | Sell |
83,816
-2,792
| -3% | -$94.6K | 0.01% | 478 |
|
|
2022
Q4 | $970K | Sell |
86,608
-4,894
| -5% | -$166K | ﹤0.01% | 533 |
|
|
2022
Q3 | $3M | Sell |
91,502
-474
| -0.5% | -$17.4K | 0.01% | 426 |
|
|
2022
Q2 | $3.23M | Sell |
91,976
-3,516
| -4% | -$127K | 0.01% | 423 |
|
|
2022
Q1 | $3.56M | Buy |
95,492
+11,448
| +14% | +$397K | 0.01% | 439 |
|
|
2021
Q4 | $3.01M | Sell |
84,044
-5,408
| -6% | -$182K | 0.01% | 466 |
|
|
2021
Q3 | $2.86M | Sell |
89,452
-2,326
| -3% | -$77.7K | 0.01% | 454 |
|
|
2021
Q2 | $2.9M | Sell |
91,778
-116
| -0.1% | -$3.8K | 0.01% | 474 |
|
|
2021
Q1 | $2.94M | Buy |
91,894
+9,022
| +11% | +$280K | 0.01% | 474 |
|
|
2020
Q4 | $2.6M | Buy |
82,872
+1,122
| +1% | +$35.5K | 0.01% | 464 |
|
|
2020
Q3 | $2.43M | Sell |
81,750
-946,306
| -92% | -$28.1M | 0.01% | 429 |
|
|
2020
Q2 | $29M | Buy |
1,028,056
+931,264
| +962% | +$26.9M | 0.14% | 108 |
|
|
2020
Q1 | $2.68M | Buy |
96,792
+22,128
| +30% | +$708K | 0.01% | 371 |
|
|
2019
Q4 | $2.41M | Buy |
74,664
+3,008
| +4% | +$95.5K | 0.01% | 444 |
|
|
2019
Q3 | $2.32M | Sell |
71,656
-1,298,760
| -95% | -$40.1M | 0.01% | 442 |
|
|
2019
Q2 | $40.9M | Buy |
1,370,416
+1,307,302
| +2,071% | +$38.4M | 0.14% | 147 |
|
|
2019
Q1 | $1.84M | Buy |
63,114
+272
| +0.4% | +$7.56K | 0.01% | 479 |
|
|
2018
Q4 | $1.66M | Buy |
62,842
+1,844
| +3% | +$50.1K | 0.01% | 479 |
|
|
2018
Q3 | $1.6M | Sell |
60,998
-1,094
| -2% | -$29.1K | 0.01% | 566 |
|
|
2018
Q2 | $1.61M | Sell |
62,092
-400
| -0.6% | -$10.1K | 0.01% | 559 |
|
|
2018
Q1 | $1.58M | Sell |
62,492
-7,386
| -11% | -$184K | 0.01% | 557 |
|
|
2017
Q4 | $1.84M | Sell |
69,878
-200
| -0.3% | -$5.48K | 0.01% | 537 |
|
|
2017
Q3 | $1.86M | Buy |
70,078
+44,608
| +175% | +$1.2M | 0.01% | 509 |
|
|
2017
Q2 | $662K | Hold |
25,470
| – | – | ﹤0.01% | 513 |
|
|
2017
Q1 | $654K | Sell |
25,470
-1,552
| -6% | -$38.8K | ﹤0.01% | 497 |
|
|
2016
Q4 | $656K | Sell |
27,022
-1,200
| -4% | -$28.7K | ﹤0.01% | 493 |
|
|
2016
Q3 | $691K | Buy |
28,222
+5,226
| +23% | +$133K | ﹤0.01% | 495 |
|
|
2016
Q2 | $603K | Sell |
22,996
-2,180
| -9% | -$53.7K | ﹤0.01% | 512 |
|
|
2016
Q1 | $625K | Buy |
25,176
+3,200
| +15% | +$73.9K | ﹤0.01% | 504 |
|
|
2015
Q4 | $476K | Buy |
+21,976
| New | +$476K | ﹤0.01% | 528 |
|
|
2015
Q3 | – | Sell |
-219,924
| Closed | -$4.56M | – | 620 |
|
|
2015
Q2 | $4.56M | Sell |
219,924
-3,198,400
| -94% | -$70M | 0.03% | 299 |
|
|
2015
Q1 | $75.9M | Buy |
+3,418,324
| New | +$79M | 0.56% | 62 |
|
|
2014
Q4 | – | Sell |
-323,908
| Closed | -$6.82M | – | 627 |
|
|
2014
Q3 | $6.82M | Buy |
323,908
+300,962
| +1,312% | +$6.38M | 0.05% | 241 |
|
|
2014
Q2 | $508K | Sell |
22,946
-800
| -3% | -$17K | ﹤0.01% | 519 |
|
|
2014
Q1 | $489K | Buy |
+23,746
| New | +$468K | ﹤0.01% | 511 |
|
Other funds holding XLU
MIFH
CIBC Private Wealth Group's XLU Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q4 2025, selling an estimated $157K and leaving 135,448 shares worth $5.78M. The position accounts for 0.01% of the portfolio, ranked #408.
CIBC Private Wealth Group first reported a position in XLU in Q1 2014 and has held it in 46 quarters since. The position peaked at $75.9M in Q1 2015. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.
- CIBC Private Wealth Group held 135,448 shares of State Street Utilities Select Sector SPDR ETF worth $5.78M as of Q4 2025.
- CIBC Private Wealth Group sold 3,548 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $157K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #408 holding.
- CIBC Private Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 46 quarters since.
- CIBC Private Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $75.9M in Q1 2015.
- 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.