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
Q2
$18.3M Buy
402,899
+10,918
+3% +$494K 1.63% 24
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: Q2 2026 in Review

Cornerstone Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.8% in Q2 2026, buying an estimated $494K and bringing the position to 402,899 shares worth $18.3M. The position accounts for 1.63% of the portfolio, ranked #24.

Cornerstone Capital first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Cornerstone Capital held 402,899 shares of State Street Utilities Select Sector SPDR ETF worth $18.3M as of Q2 2026.
  • Cornerstone Capital bought 10,918 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $494K.
  • State Street Utilities Select Sector SPDR ETF made up 1.63% of Cornerstone Capital's portfolio in Q2 2026, its #24 holding.
  • Cornerstone Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Capital's 13F filing for Q2 2026, filed 3 Aug 2026.