Cordatus Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cordatus Wealth Management's XLU Position: Q1 2026 in Review
Cordatus Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, selling an estimated $47.8K and leaving 73,105 shares worth $3.35M. The position accounts for 0.8% of the portfolio, ranked #39.
Cordatus Wealth Management first reported a position in XLU in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.87M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Cordatus Wealth Management held 73,105 shares of State Street Utilities Select Sector SPDR ETF worth $3.35M as of Q1 2026.
- Cordatus Wealth Management sold 1,065 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $47.8K.
- State Street Utilities Select Sector SPDR ETF made up 0.8% of Cordatus Wealth Management's portfolio in Q1 2026, its #39 holding.
- Cordatus Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
- Cordatus Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.87M in Q4 2024.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.