Clear Creek Financial Management’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
$1.47M Sell
31,967
-182
-0.6% -$8.16K 0.11% 192
2025
Q4
$1.37M Buy
32,149
+497
+2% +$22K 0.11% 184
2025
Q3
$1.38M Buy
31,652
+1,226
+4% +$51.9K 0.12% 183
2025
Q2
$1.24M Sell
30,426
-3,736
-11% -$149K 0.12% 188
2025
Q1
$1.35M Buy
34,162
+3,252
+11% +$127K 0.14% 152
2024
Q4
$1.17M Buy
30,910
+17,082
+124% +$678K 0.13% 165
2024
Q3
$558K Sell
13,828
-2,718
-16% -$101K 0.06% 247
2024
Q2
$559K Buy
16,546
+492
+3% +$16.9K 0.07% 239
2024
Q1
$525K Buy
16,054
+1,154
+8% +$36K 0.07% 241
2023
Q4
$471K Buy
14,900
+96
+0.6% +$2.94K 0.07% 204
2023
Q3
$439K Sell
14,804
-316
-2% -$10.2K 0.08% 184
2023
Q2
$495K Sell
15,120
-1,166
-7% -$39.3K 0.09% 177
2023
Q1
$551K Sell
16,286
-1,426
-8% -$48.3K 0.1% 147
2022
Q4
$624K Buy
17,712
+1,258
+8% +$42.8K 0.14% 129
2022
Q3
$539K Sell
16,454
-2,052
-11% -$75.2K 0.12% 139
2022
Q2
$649K Sell
18,506
-466
-2% -$16.9K 0.14% 133
2022
Q1
$706K Sell
18,972
-5,488
-22% -$190K 0.11% 153
2021
Q4
$875K Sell
24,460
-2,272
-8% -$76.7K 0.13% 133
2021
Q3
$854K Buy
26,732
+6,738
+34% +$225K 0.14% 144
2021
Q2
$632K Buy
+19,994
New +$655K 0.1% 163
2021
Q1
Sell
-19,392
Closed -$607K 276
2020
Q4
$607K Buy
+19,392
New +$614K 0.12% 164
2020
Q3
Sell
-21,724
Closed -$612K 269
2020
Q2
$612K Buy
21,724
+5,372
+33% +$155K 0.16% 97
2020
Q1
$473K Buy
+16,352
New +$523K 0.18% 82

Other funds holding XLU

Clear Creek Financial Management's XLU Position: Q1 2026 in Review

Clear Creek Financial Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.57% in Q1 2026, selling an estimated $8.16K and leaving 31,967 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #192.

Clear Creek Financial Management first reported a position in XLU in Q1 2020 and has held it in 23 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Clear Creek Financial Management held 31,967 shares of State Street Utilities Select Sector SPDR ETF worth $1.47M as of Q1 2026.
  • Clear Creek Financial Management sold 182 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $8.16K.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of Clear Creek Financial Management's portfolio in Q1 2026, its #192 holding.
  • Clear Creek Financial Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.