CVA Family Office’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
Sell
-205
Closed -$9.41K 1887
2026
Q1
$9.41K Buy
+205
New +$9.2K ﹤0.01% 1012
2025
Q4
Sell
-1,060
Closed -$46.2K 1382
2025
Q3
$46.2K Buy
1,060
+68
+7% +$2.88K 0.01% 561
2025
Q2
$40.5K Hold
992
0.01% 577
2025
Q1
$39.1K Buy
+992
New +$38.8K 0.01% 559
2021
Q1
Sell
-1,816
Closed -$57K 793
2020
Q4
$57K Buy
+1,816
New +$57.5K 0.04% 177

Other funds holding XLU

CVA Family Office's XLU Position: Q2 2026 in Review

CVA Family Office sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 205 shares — an estimated $9.41K sold.

CVA Family Office first reported a position in XLU in Q4 2020 and held it in 5 quarters. The position peaked at $57K in Q4 2020. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • CVA Family Office reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 205 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.41K.
  • CVA Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
  • CVA Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $57K in Q4 2020.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.