Crew Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Crew Capital 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
2025 Q2	–	Sell	-8,236	Closed	-$325K	–	162
2025 Q1	$325K	Buy	8,236 +78	+1%	+$3.05K	0.27%	104
2024 Q4	$309K	Sell	8,158 -154	-2%	-$6.11K	0.26%	103
2024 Q3	$336K	Sell	8,312 -6,842	-45%	-$254K	0.27%	95
2024 Q2	$516K	Sell	15,154 -12,480	-45%	-$429K	0.41%	72
2024 Q1	$907K	Sell	27,634 -43,994	-61%	-$1.37M	0.74%	38
2023 Q4	$2.27M	Buy	71,628 +5,216	+8%	+$159K	2.31%	12
2023 Q3	$1.96M	Buy	66,412 +20,998	+46%	+$677K	2.11%	13
2023 Q2	$1.49M	Buy	45,414 +33,904	+295%	+$1.14M	1.69%	14
2023 Q1	$390K	Buy	+11,510	New	+$390K	0.56%	45

Other funds holding XLU

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Crew Capital Management's XLU Position: Q2 2025 in Review

Crew Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 8,236 shares — an estimated $325K sold.

Crew Capital Management first reported a position in XLU in Q1 2023 and held it in 9 quarters. The position peaked at $2.27M in Q4 2023. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Crew Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Crew Capital Management sold 8,236 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $325K.
Crew Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
Crew Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.27M in Q4 2023.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Crew Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.