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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cushing Capital Partners's XLU Position: Q2 2026 in Review

Cushing Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $132K and bringing the position to 22,304 shares worth $1.01M. The position accounts for 0.7% of the portfolio, ranked #42.

Cushing Capital Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cushing Capital Partners held 22,304 shares of State Street Utilities Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Cushing Capital Partners bought 2,916 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
State Street Utilities Select Sector SPDR ETF made up 0.7% of Cushing Capital Partners's portfolio in Q2 2026, its #42 holding.
Cushing Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.