Creekmur 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
2025
Q2
– Sell
-2
Closed -$77 – 877
2025
Q1
$77 Hold
2
– – ﹤0.01% 680
2024
Q4
$73 Hold
2
– – ﹤0.01% 840
2024
Q3
$78 Hold
2
– – ﹤0.01% 916
2024
Q2
$65 Buy
+2
New +$69 ﹤0.01% 976
2024
Q1
– Sell
-204
Closed -$6.47K – 916
2023
Q4
$6.47K Buy
+204
New +$6.24K ﹤0.01% 566

Other funds holding XLU

Creekmur Asset Management's XLU Position: Q2 2025 in Review

Creekmur Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 2 shares — an estimated $77 sold.

Creekmur Asset Management first reported a position in XLU in Q4 2023 and held it in 5 quarters. The position peaked at $6.47K in Q4 2023. 1,396 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • Creekmur Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $77.
  • Creekmur Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
  • Creekmur Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $6.47K in Q4 2023.
  • 1,396 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.