Clean Yield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110K | Hold |
2,400
| – | – | 0.03% | 175 |
|
|
2025
Q4 | $102K | Hold |
2,400
| – | – | 0.03% | 171 |
|
|
2025
Q3 | $105K | Hold |
2,400
| – | – | 0.03% | 168 |
|
|
2025
Q2 | $98K | Hold |
2,400
| – | – | 0.03% | 170 |
|
|
2025
Q1 | $94.6K | Hold |
2,400
| – | – | 0.03% | 171 |
|
|
2024
Q4 | $90.8K | Hold |
2,400
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $96.9K | Hold |
2,400
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $81.8K | Hold |
2,400
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $78.8K | Hold |
2,400
| – | – | 0.03% | 193 |
|
|
2023
Q4 | $76K | Hold |
2,400
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $71.5K | Hold |
2,400
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $78.5K | Hold |
2,400
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $81.2K | Hold |
2,400
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $84.6K | Hold |
2,400
| – | – | 0.04% | 193 |
|
|
2022
Q3 | $79K | Hold |
2,400
| – | – | 0.04% | 194 |
|
|
2022
Q2 | $84K | Hold |
2,400
| – | – | 0.03% | 198 |
|
|
2022
Q1 | $89K | Hold |
2,400
| – | – | 0.03% | 205 |
|
|
2021
Q4 | $86K | Hold |
2,400
| – | – | 0.03% | 227 |
|
|
2021
Q3 | $77K | Hold |
2,400
| – | – | 0.03% | 232 |
|
|
2021
Q2 | $76K | Buy |
+2,400
| New | +$78.6K | 0.03% | 223 |
|
|
2021
Q1 | – | Sell |
-2,400
| Closed | -$75K | – | 391 |
|
|
2020
Q4 | $75K | Hold |
2,400
| – | – | 0.03% | 213 |
|
|
2020
Q3 | $71K | Hold |
2,400
| – | – | 0.03% | 194 |
|
|
2020
Q2 | $68K | Hold |
2,400
| – | – | 0.03% | 190 |
|
|
2020
Q1 | $66K | Hold |
2,400
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $78K | Hold |
2,400
| – | – | 0.02% | 193 |
|
|
2019
Q3 | $78K | Hold |
2,400
| – | – | 0.03% | 185 |
|
|
2019
Q2 | $72K | Hold |
2,400
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $70K | Hold |
2,400
| – | – | 0.03% | 171 |
|
|
2018
Q4 | $64K | Buy |
+2,400
| New | +$65.2K | 0.03% | 175 |
|
|
2017
Q2 | – | Sell |
-2,400
| Closed | -$62K | – | 272 |
|
|
2017
Q1 | $62K | Buy |
+2,400
| New | +$59.9K | 0.03% | 176 |
|
|
2016
Q4 | – | Sell |
-2,400
| Closed | -$59K | – | 285 |
|
|
2016
Q3 | $59K | Hold |
2,400
| – | – | 0.03% | 174 |
|
|
2016
Q2 | $63K | Hold |
2,400
| – | – | 0.03% | 167 |
|
|
2016
Q1 | $58K | Buy |
+2,400
| New | +$55.4K | 0.03% | 166 |
|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$53K | – | 301 |
|
|
2015
Q1 | $53K | Buy |
+2,400
| New | +$55.4K | 0.02% | 172 |
|
Other funds holding XLU
Clean Yield Group's XLU Position: Q1 2026 in Review
Clean Yield Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 2,400 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #175.
Clean Yield Group first reported a position in XLU in Q1 2015 and has held it in 34 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Clean Yield Group held 2,400 shares of State Street Utilities Select Sector SPDR ETF worth $110K as of Q1 2026.
- Clean Yield Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Clean Yield Group's portfolio in Q1 2026, its #175 holding.
- Clean Yield Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 34 quarters since.
- 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.