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 Q3	$1.14M	Hold	28,828	–	–	0.42%	61
2026 Q2	$1.31M	Hold	28,828	–	–	0.47%	53
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creekside Partners's XLU Position: Q3 2026 in Review

Creekside Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 28,828 shares worth $1.14M. The position accounts for 0.42% of the portfolio, ranked #61.

Creekside Partners first reported a position in XLU in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q1 2026. 828 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Creekside Partners held 28,828 shares of State Street Utilities Select Sector SPDR ETF worth $1.14M as of Q3 2026.
Creekside Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.42% of Creekside Partners's portfolio in Q3 2026, its #61 holding.
Creekside Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
Creekside Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.32M in Q1 2026.
828 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Creekside Partners's 13F filing for Q3 2026, filed 4 Nov 2026.