Councilmark Asset 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
Q1
$214K Buy
+4,660
New +$209K 0.12% 83
2025
Q4
Sell
-4,660
Closed -$203K 86
2025
Q3
$203K Buy
+4,660
New +$197K 0.12% 85

Other funds holding XLU

Councilmark Asset Management's XLU Position: Q1 2026 in Review

Councilmark Asset Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 4,660 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #83 among its holdings. This is a return to the name: Councilmark Asset Management previously reported a position in XLU as recently as Q3 2025.

Councilmark Asset Management first reported a position in XLU in Q3 2025 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Councilmark Asset Management held 4,660 shares of State Street Utilities Select Sector SPDR ETF worth $214K as of Q1 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Councilmark Asset Management position in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.12% of Councilmark Asset Management's portfolio in Q1 2026, its #83 holding.
  • Councilmark Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.