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 Q2	$2.91M	Sell	64,086 -6,453	-9%	-$292K	0.7%	22
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CIM Investment Management's XLU Position: Q2 2026 in Review

CIM Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.1% in Q2 2026, selling an estimated $292K and leaving 64,086 shares worth $2.91M. The position accounts for 0.7% of the portfolio, ranked #22.

CIM Investment Management first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

CIM Investment Management held 64,086 shares of State Street Utilities Select Sector SPDR ETF worth $2.91M as of Q2 2026.
CIM Investment Management sold 6,453 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $292K.
State Street Utilities Select Sector SPDR ETF made up 0.7% of CIM Investment Management's portfolio in Q2 2026, its #22 holding.
CIM Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
CIM Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.24M in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CIM Investment Management's 13F filing for Q2 2026, filed 29 Sep 2026.