Everstar Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Everstar Asset Management's XLU Position: Q1 2026 in Review
Everstar Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q1 2026, selling an estimated $314K and leaving 45,624 shares worth $2.09M. The position accounts for 1.11% of the portfolio, ranked #18.
Everstar Asset Management first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Everstar Asset Management held 45,624 shares of State Street Utilities Select Sector SPDR ETF worth $2.09M as of Q1 2026.
- Everstar Asset Management sold 7,003 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
- State Street Utilities Select Sector SPDR ETF made up 1.11% of Everstar Asset Management's portfolio in Q1 2026, its #18 holding.
- Everstar Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
- Everstar Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.3M 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 Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.