Hanson & Doremus Investment 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
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 423 |
|
|
2026
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 440 |
|
|
2025
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2025
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 432 |
|
|
2025
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $10K | Sell |
300
-1,484
| -83% | -$50K | ﹤0.01% | 407 |
|
|
2023
Q1 | $60K | Hold |
1,784
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $63K | Hold |
1,784
| – | – | 0.01% | 277 |
|
|
2022
Q3 | $58K | Hold |
1,784
| – | – | 0.02% | 281 |
|
|
2022
Q2 | $63K | Hold |
1,784
| – | – | 0.02% | 277 |
|
|
2022
Q1 | $66K | Buy |
1,784
+300
| +20% | +$10.4K | 0.01% | 287 |
|
|
2021
Q4 | $53K | Hold |
1,484
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $47K | Hold |
1,484
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $44K | Hold |
1,484
| – | – | 0.01% | 275 |
|
|
2021
Q1 | $48K | Hold |
1,484
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $47K | Hold |
1,484
| – | – | 0.01% | 288 |
|
|
2020
Q3 | $44K | Hold |
1,484
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $42K | Hold |
1,484
| – | – | 0.01% | 277 |
|
|
2020
Q1 | $41K | Hold |
1,484
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $48K | Hold |
1,484
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $48K | Hold |
1,484
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $44K | Hold |
1,484
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $43K | Hold |
1,484
| – | – | 0.01% | 287 |
|
|
2018
Q4 | $39K | Hold |
1,484
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $39K | Sell |
1,484
-760
| -34% | -$20.2K | 0.01% | 304 |
|
|
2018
Q2 | $58K | Hold |
2,244
| – | – | 0.02% | 278 |
|
|
2018
Q1 | $57K | Hold |
2,244
| – | – | 0.02% | 290 |
|
|
2017
Q4 | $59K | Hold |
2,244
| – | – | 0.02% | 279 |
|
|
2017
Q3 | $60K | Hold |
2,244
| – | – | 0.02% | 267 |
|
|
2017
Q2 | $58K | Hold |
2,244
| – | – | 0.02% | 263 |
|
|
2017
Q1 | $58K | Sell |
2,244
-3,830
| -63% | -$95.7K | 0.02% | 259 |
|
|
2016
Q4 | $148K | Buy |
+6,074
| New | +$145K | 0.06% | 183 |
|
Other funds holding XLU
Hanson & Doremus Investment Management's XLU Position: Q2 2026 in Review
Hanson & Doremus Investment Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 300 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #423.
Hanson & Doremus Investment Management first reported a position in XLU in Q4 2016 and has held it in 39 quarters since. The position peaked at $148K in Q4 2016. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Hanson & Doremus Investment Management held 300 shares of State Street Utilities Select Sector SPDR ETF worth $14K as of Q2 2026.
- Hanson & Doremus Investment Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #423 holding.
- Hanson & Doremus Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
- Hanson & Doremus Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $148K in Q4 2016.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.