Elm Partners Management’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
Q1
Sell
-7,932
Closed -$339K 164
2025
Q4
$339K Hold
7,932
0.02% 115
2025
Q3
$346K Buy
7,932
+1,386
+21% +$58.6K 0.02% 112
2025
Q2
$267K Buy
+6,546
New +$261K 0.02% 87

Other funds holding XLU

Elm Partners Management's XLU Position: Q1 2026 in Review

Elm Partners Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,932 shares — an estimated $339K sold.

Elm Partners Management first reported a position in XLU in Q2 2025 and held it in 3 quarters. The position peaked at $346K in Q3 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Elm Partners Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Elm Partners Management sold 7,932 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $339K.
  • Elm Partners Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Elm Partners Management's State Street Utilities Select Sector SPDR ETF position peaked at $346K in Q3 2025.
  • 1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.