CIM
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CIM Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CIM Investment 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
Q1 		$3.24M Sell
70,539
-339
-0.5% -$15.2K 0.86% 18
2025
Q4 		$3.03M Hold
70,878
– – 0.79% 19
2025
Q3 		$3.09M Sell
70,878
-736
-1% -$31.1K 0.84% 19
2025
Q2 		$2.92M Sell
71,614
-318
-0.4% -$12.7K 0.56% 30
2025
Q1 		$2.84M Sell
71,932
-60
-0.1% -$2.34K 0.65% 18
2024
Q4 		$2.72M Buy
71,992
+328
+0.5% +$13K 0.8% 19
2024
Q3 		$2.89M Sell
71,664
-1,274
-2% -$47.3K 0.86% 17
2024
Q2 		$2.48M Sell
72,938
-424
-0.6% -$14.6K 0.77% 18
2024
Q1 		$2.41M Hold
73,362
– – 0.72% 18
2023
Q4 		$2.32M Hold
73,362
– – 0.75% 17
2023
Q3 		$2.16M Sell
73,362
-1,764
-2% -$56.9K 0.79% 16
2023
Q2 		$2.46M Buy
75,126
+176
+0.2% +$5.92K 0.84% 15
2023
Q1 		$2.54M Buy
74,950
+3,666
+5% +$124K 0.94% 13
2022
Q4 		$2.51M Sell
71,284
-2,016
-3% -$68.5K 0.99% 11
2022
Q3 		$2.4M Buy
+73,300
New +$2.69M 1.07% 11

Other funds holding XLU

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

CIM Investment Management's XLU Position: Q1 2026 in Review

CIM Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.48% in Q1 2026, selling an estimated $15.2K and leaving 70,539 shares worth $3.24M. The position accounts for 0.86% of the portfolio, ranked #18.

CIM Investment Management first reported a position in XLU in Q3 2022 and has held it in 15 quarters since. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • CIM Investment Management held 70,539 shares of State Street Utilities Select Sector SPDR ETF worth $3.24M as of Q1 2026.
  • CIM Investment Management sold 339 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $15.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.86% of CIM Investment Management's portfolio in Q1 2026, its #18 holding.
  • CIM Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.