Cozad Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cozad Asset Management's XLU Position: Q1 2026 in Review
Cozad Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.1% in Q1 2026, buying an estimated $22.4K and bringing the position to 6,670 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #358.
Cozad Asset Management first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Cozad Asset Management held 6,670 shares of State Street Utilities Select Sector SPDR ETF worth $306K as of Q1 2026.
- Cozad Asset Management bought 500 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $22.4K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Cozad Asset Management's portfolio in Q1 2026, its #358 holding.
- Cozad Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.