Creekside Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Creekside Partners’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 Q1	$1.32M	Buy	28,828 +2,787	+11%	+$125K	0.54%	47
2025 Q4	$1.11M	Sell	26,041 -1	-0%	-$44	0.47%	53
2025 Q3	$1.14M	Sell	26,042 -362	-1%	-$15.3K	0.5%	52
2025 Q2	$1.08M	Hold	26,404	–	–	0.51%	48
2025 Q1	$1.04M	Hold	26,404	–	–	0.54%	45
2024 Q4	$999K	Buy	26,404 +2,826	+12%	+$112K	0.52%	47
2024 Q3	$952K	Hold	23,578	–	–	0.49%	46
2024 Q2	$803K	Buy	+23,578	New	+$810K	0.44%	53

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Creekside Partners's XLU Position: Q1 2026 in Review

Creekside Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q1 2026, buying an estimated $125K and bringing the position to 28,828 shares worth $1.32M. The position accounts for 0.54% of the portfolio, ranked #47.

Creekside Partners first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Creekside Partners held 28,828 shares of State Street Utilities Select Sector SPDR ETF worth $1.32M as of Q1 2026.
Creekside Partners bought 2,787 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $125K.
State Street Utilities Select Sector SPDR ETF made up 0.54% of Creekside Partners's portfolio in Q1 2026, its #47 holding.
Creekside Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.