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
Q2 | $109K | Hold |
2,400
| – | – | 0.03% | 192 |
|
|
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: Q2 2026 in Review
Clean Yield Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,400 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #192.
Clean Yield Group first reported a position in XLU in Q1 2015 and has held it in 35 quarters since. The position peaked at $110K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Clean Yield Group held 2,400 shares of State Street Utilities Select Sector SPDR ETF worth $109K as of Q2 2026.
- Clean Yield Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Clean Yield Group's portfolio in Q2 2026, its #192 holding.
- Clean Yield Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 35 quarters since.
- Clean Yield Group's State Street Utilities Select Sector SPDR ETF position peaked at $110K in Q1 2026.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.