GLOBALT Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
GLOBALT Investments's XLU Position: Q1 2026 in Review
GLOBALT Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.4% in Q1 2026, buying an estimated $2.57M and bringing the position to 1,733,147 shares worth $79.5M. The position accounts for 2.84% of the portfolio, ranked #6.
GLOBALT Investments first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- GLOBALT Investments held 1,733,147 shares of State Street Utilities Select Sector SPDR ETF worth $79.5M as of Q1 2026.
- GLOBALT Investments bought 57,201 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.57M.
- State Street Utilities Select Sector SPDR ETF made up 2.84% of GLOBALT Investments's portfolio in Q1 2026, its #6 holding.
- GLOBALT Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.