Crescent Grove Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Crescent Grove Advisors’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	$240K	Sell	5,235 -418	-7%	-$18.8K	0.02%	262
2025 Q4	$241K	Sell	5,653 -3,639	-39%	-$161K	0.02%	265
2025 Q3	$405K	Buy	9,292 +20	+0.2%	+$846	0.04%	196
2025 Q2	$379K	Buy	9,272 +20	+0.2%	+$797	0.04%	189
2025 Q1	$365K	Hold	9,252	–	–	0.04%	186
2024 Q4	$350K	Hold	9,252	–	–	0.03%	198
2024 Q3	$374K	Hold	9,252	–	–	0.04%	196
2024 Q2	$315K	Hold	9,252	–	–	0.03%	209
2024 Q1	$304K	Buy	9,252 +100	+1%	+$3.12K	0.03%	238
2023 Q4	$290K	Sell	9,152 -2,332	-20%	-$71.3K	0.03%	235
2023 Q3	$338K	Buy	11,484 +4,062	+55%	+$131K	0.04%	211
2023 Q2	$243K	Sell	7,422 -4,844	-39%	-$163K	0.03%	254
2023 Q1	$415K	Buy	12,266 +1,730	+16%	+$58.6K	0.05%	193
2022 Q4	$371K	Hold	10,536	–	–	0.04%	207
2022 Q3	$345K	Sell	10,536 -11,510	-52%	-$422K	0.04%	196
2022 Q2	$773K	Hold	22,046	–	–	0.08%	125
2022 Q1	$821K	Buy	22,046 +12,894	+141%	+$447K	0.08%	130
2021 Q4	$328K	Hold	9,152	–	–	0.03%	219
2021 Q3	$292K	Hold	9,152	–	–	0.03%	208
2021 Q2	$289K	Buy	9,152 +1,768	+24%	+$57.9K	0.03%	200
2021 Q1	$236K	Hold	7,384	–	–	0.03%	187
2020 Q4	$231K	Hold	7,384	–	–	0.03%	167
2020 Q3	$219K	Hold	7,384	–	–	0.04%	153
2020 Q2	$208K	Hold	7,384	–	–	0.04%	140
2020 Q1	$205K	Buy	+7,384	New	+$236K	0.05%	125

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

Crescent Grove Advisors's XLU Position: Q1 2026 in Review

Crescent Grove Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q1 2026, selling an estimated $18.8K and leaving 5,235 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #262.

Crescent Grove Advisors first reported a position in XLU in Q1 2020 and has held it in 25 quarters since. The position peaked at $821K in Q1 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Crescent Grove Advisors held 5,235 shares of State Street Utilities Select Sector SPDR ETF worth $240K as of Q1 2026.
Crescent Grove Advisors sold 418 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $18.8K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q1 2026, its #262 holding.
Crescent Grove Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Crescent Grove Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $821K in Q1 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.