Crewe Advisors’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
2026
Q2
$69K Buy
1,522
+94
+7% +$4.26K 0.01% 389
2026
Q1
$65.5K Sell
1,428
-216
-13% -$9.69K 0.01% 351
2025
Q4
$70.2K Buy
1,644
+48
+3% +$2.13K 0.01% 325
2025
Q3
$69.6K Buy
1,596
+180
+13% +$7.61K 0.01% 337
2025
Q2
$57.8K Buy
1,416
+202
+17% +$8.05K 0.01% 278
2025
Q1
$47.9K Sell
1,214
-3,522
-74% -$138K 0.01% 273
2024
Q4
$179K Hold
4,736
0.02% 152
2024
Q3
$191K Buy
4,736
+4,040
+580% +$150K 0.02% 146
2024
Q2
$23.7K Buy
696
+216
+45% +$7.42K ﹤0.01% 519
2024
Q1
$15.8K Buy
+480
New +$15K ﹤0.01% 534
2023
Q1
Sell
-752
Closed -$26.5K 1045
2022
Q4
$26.5K Buy
+752
New +$25.6K ﹤0.01% 377
2019
Q3
Sell
-754
Closed -$22K 316
2019
Q2
$22K Buy
+754
New +$22.1K 0.01% 184
2018
Q3
Sell
-368
Closed -$10K 272
2018
Q2
$10K Buy
+368
New +$9.26K 0.01% 216
2018
Q1
Sell
-2,836
Closed -$75K 293
2017
Q4
$75K Buy
+2,836
New +$77.8K 0.07% 97

Other funds holding XLU

Crewe Advisors's XLU Position: Q2 2026 in Review

Crewe Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.6% in Q2 2026, buying an estimated $4.26K and bringing the position to 1,522 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #389.

Crewe Advisors first reported a position in XLU in Q4 2017 and has held it in 14 quarters since. The position peaked at $191K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Crewe Advisors held 1,522 shares of State Street Utilities Select Sector SPDR ETF worth $69K as of Q2 2026.
  • Crewe Advisors bought 94 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.26K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #389 holding.
  • Crewe Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 14 quarters since.
  • Crewe Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $191K in Q3 2024.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.