Cranbrook Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cranbrook Wealth Management’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	$1.97M	Sell	43,383 -571	-1%	-$25.9K	0.37%	48
2026 Q1	$2.02M	Sell	43,954 -255	-0.6%	-$11.4K	0.41%	44
2025 Q4	$1.89M	Sell	44,209 -2,173	-5%	-$96.2K	0.37%	45
2025 Q3	$2.02M	Sell	46,382 -41,684	-47%	-$1.76M	0.41%	44
2025 Q2	$3.6M	Buy	88,066 +942	+1%	+$37.5K	0.77%	32
2025 Q1	$3.43M	Sell	87,124 -2,078	-2%	-$81.2K	0.8%	31
2024 Q4	$3.38M	Sell	89,202 -3,406	-4%	-$135K	0.78%	32
2024 Q3	$3.74M	Sell	92,608 -3,144	-3%	-$117K	0.85%	30
2024 Q2	$3.26M	Sell	95,752 -3,244	-3%	-$111K	0.8%	32
2024 Q1	$3.25M	Buy	98,996 +4,254	+4%	+$133K	0.82%	32
2023 Q4	$3M	Buy	94,742 +3,728	+4%	+$114K	0.8%	31
2023 Q3	$2.68M	Sell	91,014 -466	-0.5%	-$15K	0.79%	32
2023 Q2	$2.99M	Buy	91,480 +180	+0.2%	+$6.06K	0.83%	32
2023 Q1	$3.09M	Buy	91,300 +3,932	+5%	+$133K	0.88%	31
2022 Q4	$3.08M	Sell	87,368 -1,290	-1%	-$43.9K	0.84%	33
2022 Q3	$2.9M	Sell	88,658 -226	-0.3%	-$8.28K	0.75%	36
2022 Q2	$3.12M	Sell	88,884 -4,196	-5%	-$152K	0.78%	35
2022 Q1	$3.46M	Sell	93,080 -952	-1%	-$33K	0.75%	33
2021 Q4	$3.37M	Buy	94,032 +3,998	+4%	+$135K	0.72%	37
2021 Q3	$2.88M	Buy	90,034 +4,108	+5%	+$137K	0.65%	39
2021 Q2	$2.72M	Buy	85,926 +1,658	+2%	+$54.3K	0.62%	40
2021 Q1	$2.7M	Buy	84,268 +856	+1%	+$26.6K	0.65%	40
2020 Q4	$2.62M	Sell	83,412 -486	-0.6%	-$15.4K	0.67%	39
2020 Q3	$2.49M	Buy	83,898 +9,050	+12%	+$269K	0.72%	37
2020 Q2	$2.11M	Buy	74,848 +7,974	+12%	+$230K	0.64%	40
2020 Q1	$1.85M	Buy	66,874 +8,788	+15%	+$281K	0.63%	39
2019 Q4	$1.88M	Buy	58,086 +4,658	+9%	+$148K	0.52%	41
2019 Q3	$1.73M	Buy	53,428 +19,610	+58%	+$605K	0.5%	43
2019 Q2	$1.01M	Buy	33,818 +20,786	+159%	+$611K	0.29%	50
2019 Q1	$379K	Buy	+13,032	New	+$362K	0.12%	64
2017 Q1	–	Sell	-836	Closed	-$20K	–	227
2016 Q4	$20K	Buy	+836	New	+$20K	0.01%	151

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cranbrook Wealth Management's XLU Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, selling an estimated $25.9K and leaving 43,383 shares worth $1.97M. The position accounts for 0.37% of the portfolio, ranked #48.

Cranbrook Wealth Management first reported a position in XLU in Q4 2016 and has held it in 31 quarters since. The position peaked at $3.74M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cranbrook Wealth Management held 43,383 shares of State Street Utilities Select Sector SPDR ETF worth $1.97M as of Q2 2026.
Cranbrook Wealth Management sold 571 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $25.9K.
State Street Utilities Select Sector SPDR ETF made up 0.37% of Cranbrook Wealth Management's portfolio in Q2 2026, its #48 holding.
Cranbrook Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 31 quarters since.
Cranbrook Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.74M in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.