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

Cushing Capital 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	$873K	Sell	22,130 -174	-0.8%	-$7.56K	0.54%	50
2026 Q2	$1.01M	Buy	22,304 +2,916	+15%	+$132K	0.7%	42
2026 Q1	$890K	Sell	19,388 -405	-2%	-$18.2K	0.68%	42
2025 Q4	$845K	Buy	19,793 +2,209	+13%	+$97.8K	0.63%	46
2025 Q3	$767K	Sell	17,584 -48	-0.3%	-$2.03K	0.6%	53
2025 Q2	$720K	Buy	17,632 +532	+3%	+$21.2K	0.61%	54
2025 Q1	$674K	Buy	17,100 +126	+0.7%	+$4.92K	0.61%	55
2024 Q4	$642K	Buy	+16,974	New	+$674K	0.62%	51

Other funds holding XLU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Cushing Capital Partners's XLU Position: Q3 2026 in Review

Cushing Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.78% in Q3 2026, selling an estimated $7.56K and leaving 22,130 shares worth $873K. The position accounts for 0.54% of the portfolio, ranked #50.

Cushing Capital Partners first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2026. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Cushing Capital Partners held 22,130 shares of State Street Utilities Select Sector SPDR ETF worth $873K as of Q3 2026.
Cushing Capital Partners sold 174 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $7.56K.
State Street Utilities Select Sector SPDR ETF made up 0.54% of Cushing Capital Partners's portfolio in Q3 2026, its #50 holding.
Cushing Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Cushing Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.01M in Q2 2026.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.