CPR Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CPR Investments’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Buy	+5,267	New	+$239K	0.18%	49
2025 Q4	–	Sell	-4,674	Closed	-$204K	–	53
2025 Q3	$204K	Sell	4,674 -500	-10%	-$21.2K	0.14%	51
2025 Q2	$211K	Buy	+5,174	New	+$206K	0.16%	41
2024 Q3	–	Sell	-9,710	Closed	-$331K	–	47
2024 Q2	$331K	Buy	+9,710	New	+$333K	0.27%	34
2023 Q2	–	Sell	-8,886	Closed	-$301K	–	53
2023 Q1	$301K	Buy	+8,886	New	+$301K	0.29%	25
2022 Q3	–	Sell	-25,646	Closed	-$899K	–	52
2022 Q2	$899K	Buy	+25,646	New	+$928K	1.35%	12

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CPR Investments's XLU Position: Q2 2026 in Review

CPR Investments opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 5,267 shares worth $239K. The stake represents 0.18% of the portfolio and ranks #49 among its holdings. This is a return to the name: CPR Investments previously reported a position in XLU as recently as Q3 2025.

CPR Investments first reported a position in XLU in Q2 2022 and has held it in 6 quarters since. The position peaked at $899K in Q2 2022. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

CPR Investments held 5,267 shares of State Street Utilities Select Sector SPDR ETF worth $239K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new CPR Investments position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.18% of CPR Investments's portfolio in Q2 2026, its #49 holding.
CPR Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
CPR Investments's State Street Utilities Select Sector SPDR ETF position peaked at $899K in Q2 2022.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.