Custom Index Systems’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Custom Index Systems’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	–	Sell	-13,643	Closed	-$582K	–	292
2025 Q4	$582K	Sell	13,643 -11,073	-45%	-$490K	0.26%	110
2025 Q3	$1.08M	Buy	24,716 +14,466	+141%	+$612K	0.32%	91
2025 Q2	$419K	Sell	10,250 -4,332	-30%	-$173K	0.2%	160
2025 Q1	$575K	Hold	14,582	–	–	0.29%	97
2024 Q4	$552K	Buy	14,582 +278	+2%	+$11K	0.3%	92
2024 Q3	$578K	Buy	+14,304	New	+$531K	0.31%	93

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

Custom Index Systems's XLU Position: Q1 2026 in Review

Custom Index Systems sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 13,643 shares — an estimated $582K sold.

Custom Index Systems first reported a position in XLU in Q3 2024 and held it in 6 quarters. The position peaked at $1.08M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Custom Index Systems reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Custom Index Systems sold 13,643 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $582K.
Custom Index Systems first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 6 quarters.
Custom Index Systems's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q3 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.