Covestor’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
$83K Buy
1,800
+84
+5% +$3.77K 0.06% 383
2025
Q4
$73K Buy
1,716
+456
+36% +$20.2K 0.04% 746
2025
Q3
$55K Sell
1,260
-216
-15% -$9.14K 0.03% 867
2025
Q2
$61K Buy
1,476
+1,260
+583% +$50.2K 0.04% 815
2025
Q1
$9K Sell
216
-836
-79% -$32.7K 0.01% 1596
2024
Q4
$39K Sell
1,052
-506
-32% -$20.1K 0.02% 949
2024
Q3
$63K Buy
1,558
+534
+52% +$19.8K 0.04% 784
2024
Q2
$35K Buy
1,024
+868
+556% +$29.8K 0.02% 1002
2024
Q1
$5K Sell
156
-40
-20% -$1.25K ﹤0.01% 1787
2023
Q4
$6K Sell
196
-116
-37% -$3.55K ﹤0.01% 1756
2023
Q3
$9K Sell
312
-24
-7% -$774 0.01% 1514
2023
Q2
$11K Sell
336
-598
-64% -$20.1K 0.01% 1407
2023
Q1
$32K Sell
934
-1,282
-58% -$43.5K 0.03% 873
2022
Q4
$79K Buy
2,216
+1,016
+85% +$34.5K 0.06% 519
2022
Q3
$39K Sell
1,200
-242
-17% -$8.87K 0.03% 794
2022
Q2
$51K Sell
1,442
-1,046
-42% -$37.9K 0.04% 734
2022
Q1
$93K Buy
2,488
+2,352
+1,729% +$81.5K 0.06% 553
2021
Q4
$5K Buy
+136
New +$4.59K 0.01% 1357

Other funds holding XLU

Covestor's XLU Position: Q1 2026 in Review

Covestor increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q1 2026, buying an estimated $3.77K and bringing the position to 1,800 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #383.

Covestor first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $93K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Covestor held 1,800 shares of State Street Utilities Select Sector SPDR ETF worth $83K as of Q1 2026.
  • Covestor bought 84 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.77K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Covestor's portfolio in Q1 2026, its #383 holding.
  • Covestor first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Covestor's State Street Utilities Select Sector SPDR ETF position peaked at $93K in Q1 2022.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.