Contravisory Investment 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
Q2 | $377K | Sell |
8,319
-900
| -10% | -$40.8K | 0.07% | 164 |
|
|
2026
Q1 | $423K | Sell |
9,219
-5,426
| -37% | -$243K | 0.09% | 150 |
|
|
2025
Q4 | $625K | Buy |
14,645
+1,937
| +15% | +$85.8K | 0.12% | 123 |
|
|
2025
Q3 | $554K | Sell |
12,708
-1,856
| -13% | -$78.5K | 0.11% | 137 |
|
|
2025
Q2 | $595K | Sell |
14,564
-3,602
| -20% | -$144K | 0.12% | 116 |
|
|
2025
Q1 | $716K | Buy |
18,166
+4,122
| +29% | +$161K | 0.15% | 98 |
|
|
2024
Q4 | $531K | Buy |
14,044
+9,750
| +227% | +$387K | 0.11% | 124 |
|
|
2024
Q3 | $173K | Buy |
+4,294
| New | +$159K | 0.04% | 224 |
|
|
2023
Q4 | – | Sell |
-4,414
| Closed | -$130K | – | 425 |
|
|
2023
Q3 | $130K | Sell |
4,414
-5,556
| -56% | -$179K | 0.04% | 220 |
|
|
2023
Q2 | $326K | Sell |
9,970
-816
| -8% | -$27.5K | 0.09% | 160 |
|
|
2023
Q1 | $365K | Sell |
10,786
-5,400
| -33% | -$183K | 0.1% | 140 |
|
|
2022
Q4 | $571K | Buy |
16,186
+1,446
| +10% | +$49.2K | 0.16% | 77 |
|
|
2022
Q3 | $483K | Buy |
14,740
+2,626
| +22% | +$96.2K | 0.16% | 70 |
|
|
2022
Q2 | $425K | Buy |
12,114
+5,860
| +94% | +$212K | 0.14% | 86 |
|
|
2022
Q1 | $233K | Buy |
+6,254
| New | +$217K | 0.07% | 171 |
|
|
2021
Q3 | – | Sell |
-2,966
| Closed | -$94K | – | 283 |
|
|
2021
Q2 | $94K | Buy |
2,966
+60
| +2% | +$1.96K | 0.03% | 206 |
|
|
2021
Q1 | $93K | Buy |
2,906
+4
| +0.1% | +$124 | 0.03% | 194 |
|
|
2020
Q4 | $91K | Sell |
2,902
-386
| -12% | -$12.2K | 0.03% | 187 |
|
|
2020
Q3 | $98K | Sell |
3,288
-5,790
| -64% | -$172K | 0.03% | 183 |
|
|
2020
Q2 | $269K | Buy |
9,078
+4,558
| +101% | +$131K | 0.1% | 121 |
|
|
2020
Q1 | $125K | Buy |
4,520
+104
| +2% | +$3.33K | 0.06% | 161 |
|
|
2019
Q4 | $143K | Buy |
4,416
+392
| +10% | +$12.5K | 0.05% | 169 |
|
|
2019
Q3 | $130K | Buy |
4,024
+1,578
| +65% | +$48.7K | 0.05% | 167 |
|
|
2019
Q2 | $73K | Buy |
2,446
+1,342
| +122% | +$39.4K | 0.03% | 185 |
|
|
2019
Q1 | $32K | Buy |
1,104
+784
| +245% | +$21.8K | 0.01% | 233 |
|
|
2018
Q4 | $8K | Buy |
+320
| New | +$8.7K | ﹤0.01% | 250 |
|
|
2018
Q2 | – | Sell |
-5,860
| Closed | -$148K | – | 375 |
|
|
2018
Q1 | $148K | Sell |
5,860
-888
| -13% | -$22.2K | 0.05% | 166 |
|
|
2017
Q4 | $178K | Buy |
6,748
+1,308
| +24% | +$35.9K | 0.06% | 156 |
|
|
2017
Q3 | $144K | Buy |
+5,440
| New | +$146K | 0.05% | 167 |
|
|
2017
Q2 | – | Sell |
-5,724
| Closed | -$147K | – | 272 |
|
|
2017
Q1 | $147K | Sell |
5,724
-5,776
| -50% | -$144K | 0.05% | 132 |
|
|
2016
Q4 | $279K | Sell |
11,500
-2,616
| -19% | -$62.5K | 0.09% | 52 |
|
|
2016
Q3 | $346K | Sell |
14,116
-7,374
| -34% | -$187K | 0.11% | 45 |
|
|
2016
Q2 | $564K | Buy |
21,490
+900
| +4% | +$22.2K | 0.17% | 45 |
|
|
2016
Q1 | $511K | Buy |
20,590
+19,898
| +2,875% | +$459K | 0.15% | 47 |
|
|
2015
Q4 | $15K | Buy |
692
+46
| +7% | +$997 | ﹤0.01% | 117 |
|
|
2015
Q3 | $14K | Buy |
646
+316
| +96% | +$6.8K | ﹤0.01% | 121 |
|
|
2015
Q2 | $7K | Sell |
330
-31,824
| -99% | -$697K | ﹤0.01% | 161 |
|
|
2015
Q1 | $714K | Buy |
32,154
+8,534
| +36% | +$197K | 0.14% | 40 |
|
|
2014
Q4 | $558K | Sell |
23,620
-436
| -2% | -$9.87K | 0.11% | 41 |
|
|
2014
Q3 | $506K | Buy |
+24,056
| New | +$510K | 0.11% | 40 |
|
Other funds holding XLU
Contravisory Investment Management's XLU Position: Q2 2026 in Review
Contravisory Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.8% in Q2 2026, selling an estimated $40.8K and leaving 8,319 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #164.
Contravisory Investment Management first reported a position in XLU in Q3 2014 and has held it in 40 quarters since. The position peaked at $716K in Q1 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Contravisory Investment Management held 8,319 shares of State Street Utilities Select Sector SPDR ETF worth $377K as of Q2 2026.
- Contravisory Investment Management sold 900 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.8K.
- State Street Utilities Select Sector SPDR ETF made up 0.07% of Contravisory Investment Management's portfolio in Q2 2026, its #164 holding.
- Contravisory Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2014 and has held it in 40 quarters since.
- Contravisory Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $716K in Q1 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.