Donaldson Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Donaldson Capital Management's XLU Position: Q1 2026 in Review
Donaldson Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q1 2026, selling an estimated $18.5K and leaving 10,992 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #176.
Donaldson Capital Management first reported a position in XLU in Q4 2015 and has held it in 12 quarters since. The position peaked at $680K in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Donaldson Capital Management held 10,992 shares of State Street Utilities Select Sector SPDR ETF worth $504K as of Q1 2026.
- Donaldson Capital Management sold 412 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $18.5K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #176 holding.
- Donaldson Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 12 quarters since.
- Donaldson Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $680K in Q4 2022.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.