Cutler Investment Counsel’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cutler Investment Counsel’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	$555K	Hold	12,238	–	–	0.05%	108
2026 Q1	$562K	Hold	12,238	–	–	0.06%	102
2025 Q4	$522K	Hold	12,238	–	–	0.05%	102
2025 Q3	$534K	Sell	12,238 -400	-3%	-$16.9K	0.06%	98
2025 Q2	$516K	Hold	12,638	–	–	0.06%	100
2025 Q1	$498K	Hold	12,638	–	–	0.06%	98
2024 Q4	$478K	Hold	12,638	–	–	0.06%	98
2024 Q3	$510K	Sell	12,638 -400	-3%	-$14.8K	0.06%	94
2024 Q2	$444K	Hold	13,038	–	–	0.06%	95
2024 Q1	$428K	Hold	13,038	–	–	0.06%	98
2023 Q4	$413K	Buy	13,038 +5,238	+67%	+$160K	0.06%	106
2023 Q3	$230K	Hold	7,800	–	–	0.04%	119
2023 Q2	$255K	Hold	7,800	–	–	0.04%	120
2023 Q1	$264K	Hold	7,800	–	–	0.04%	118
2022 Q4	$275K	Hold	7,800	–	–	0.04%	115
2022 Q3	$255K	Hold	7,800	–	–	0.04%	110
2022 Q2	$274K	Hold	7,800	–	–	0.04%	113
2022 Q1	$290K	Buy	+7,800	New	+$270K	0.04%	118

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Cutler Investment Counsel's XLU Position: Q2 2026 in Review

Cutler Investment Counsel held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 12,238 shares worth $555K. The position accounts for 0.05% of the portfolio, ranked #108.

Cutler Investment Counsel first reported a position in XLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $562K in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cutler Investment Counsel held 12,238 shares of State Street Utilities Select Sector SPDR ETF worth $555K as of Q2 2026.
Cutler Investment Counsel left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Cutler Investment Counsel's portfolio in Q2 2026, its #108 holding.
Cutler Investment Counsel first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Cutler Investment Counsel's State Street Utilities Select Sector SPDR ETF position peaked at $562K in Q1 2026.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.