Colonial River Investments’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
Sell
-4,693
Closed -$200K 244
2025
Q4
$200K Sell
4,693
-871
-16% -$38.6K 0.07% 225
2025
Q3
$243K Sell
5,564
-286
-5% -$12.1K 0.09% 204
2025
Q2
$241K Sell
5,850
-1,596
-21% -$63.6K 0.1% 191
2025
Q1
$294K Sell
7,446
-3,556
-32% -$139K 0.16% 139
2024
Q4
$416K Sell
11,002
-736
-6% -$29.2K 0.2% 111
2024
Q3
$474K Sell
11,738
-1,478
-11% -$54.8K 0.24% 99
2024
Q2
$450K Sell
13,216
-1,064
-7% -$36.5K 0.24% 88
2024
Q1
$469K Sell
14,280
-33,636
-70% -$1.05M 0.26% 88
2023
Q4
$1.52M Buy
47,916
+27,422
+134% +$838K 0.9% 27
2023
Q3
$604K Sell
20,494
-404
-2% -$13K 0.39% 76
2023
Q2
$684K Sell
20,898
-8,674
-29% -$292K 0.45% 60
2023
Q1
$1M Sell
29,572
-16,910
-36% -$573K 0.59% 49
2022
Q4
$1.64M Buy
46,482
+3,220
+7% +$109K 1.05% 28
2022
Q3
$1.42M Buy
43,262
+1,102
+3% +$40.4K 0.99% 31
2022
Q2
$1.48M Buy
42,160
+1,464
+4% +$53K 0.97% 30
2022
Q1
$1.51M Sell
40,696
-16,930
-29% -$587K 0.88% 28
2021
Q4
$2.06M Buy
+57,626
New +$1.94M 1.11% 20
2021
Q3
Sell
-57,580
Closed -$1.82M 188
2021
Q2
$1.82M Buy
57,580
+6,922
+14% +$227K 1.3% 22
2021
Q1
$1.62M Buy
50,658
+4,314
+9% +$134K 1.31% 22
2020
Q4
$1.45K Buy
+46,344
New +$1.47M 0.66% 25

Other funds holding XLU

Colonial River Investments's XLU Position: Q1 2026 in Review

Colonial River Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 4,693 shares — an estimated $200K sold.

Colonial River Investments first reported a position in XLU in Q4 2020 and held it in 20 quarters. The position peaked at $2.06M in Q4 2021. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Colonial River Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Colonial River Investments sold 4,693 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $200K.
  • Colonial River Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
  • Colonial River Investments's State Street Utilities Select Sector SPDR ETF position peaked at $2.06M in Q4 2021.
  • 1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.