Cornerstone Capital’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
$18M Buy
391,981
+3,535
+0.9% +$159K 1.8% 26
2025
Q4
$16.6M Sell
388,446
-404
-0.1% -$17.9K 1.64% 26
2025
Q3
$17M Buy
388,850
+2,918
+0.8% +$123K 1.66% 27
2025
Q2
$15.8M Sell
385,932
-306
-0.1% -$12.2K 1.65% 27
2025
Q1
$15.2M Buy
386,238
+6,206
+2% +$242K 1.64% 30
2024
Q4
$14.4M Sell
380,032
-44,950
-11% -$1.78M 1.51% 33
2024
Q3
$17.2M Buy
424,982
+670
+0.2% +$24.9K 1.6% 29
2024
Q2
$14.5M Buy
424,312
+72,960
+21% +$2.51M 1.46% 30
2024
Q1
$11.5M Buy
351,352
+310,974
+770% +$9.71M 1.18% 35
2023
Q4
$1.28M Buy
+40,378
New +$1.23M 0.14% 55

Other funds holding XLU

Cornerstone Capital's XLU Position: Q1 2026 in Review

Cornerstone Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.91% in Q1 2026, buying an estimated $159K and bringing the position to 391,981 shares worth $18M. The position accounts for 1.8% of the portfolio, ranked #26.

Cornerstone Capital first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Cornerstone Capital held 391,981 shares of State Street Utilities Select Sector SPDR ETF worth $18M as of Q1 2026.
  • Cornerstone Capital bought 3,535 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $159K.
  • State Street Utilities Select Sector SPDR ETF made up 1.8% of Cornerstone Capital's portfolio in Q1 2026, its #26 holding.
  • Cornerstone Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Cornerstone Capital's 13F filing for Q1 2026, filed 12 May 2026.