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Hexagon Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hexagon Capital Partners’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,056
Closed -$41.6K – 1749
2025
Q1 		$41.6K Buy
1,056
+42
+4% +$1.64K 0.01% 515
2024
Q4 		$38.4K Buy
1,014
+8
+0.8% +$317 0.01% 566
2024
Q3 		$40.7K Sell
1,006
-206
-17% -$7.64K 0.01% 496
2024
Q2 		$41.3K Buy
1,212
+768
+173% +$26.4K 0.01% 472
2024
Q1 		$14.6K Buy
444
+186
+72% +$5.81K ﹤0.01% 760
2023
Q4 		$8.17K Sell
258
-96
-27% -$2.94K ﹤0.01% 867
2023
Q3 		$10.4K Buy
354
+70
+25% +$2.26K ﹤0.01% 736
2023
Q2 		$9.29K Hold
284
– – ﹤0.01% 765
2023
Q1 		$9.61K Sell
284
-110
-28% -$3.73K ﹤0.01% 742
2022
Q4 		$13.9K Buy
394
+120
+44% +$4.08K ﹤0.01% 647
2022
Q3 		$9K Buy
274
+16
+6% +$586 ﹤0.01% 816
2022
Q2 		$9K Sell
258
-52
-17% -$1.88K ﹤0.01% 688
2022
Q1 		$12K Hold
310
– – ﹤0.01% 609
2021
Q4 		$11K Hold
310
– – ﹤0.01% 600
2021
Q3 		$10K Buy
310
+56
+22% +$1.87K ﹤0.01% 600
2021
Q2 		$8K Hold
254
– – ﹤0.01% 595
2021
Q1 		$8K Hold
254
– – ﹤0.01% 553
2020
Q4 		$7K Hold
254
– – ﹤0.01% 530
2020
Q3 		$8K Buy
+254
New +$7.54K ﹤0.01% 490

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hexagon Capital Partners's XLU Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 1,056 shares — an estimated $41.6K sold.

Hexagon Capital Partners first reported a position in XLU in Q3 2020 and held it in 19 quarters. The position peaked at $41.6K in Q1 2025. 1,396 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • Hexagon Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 1,056 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $41.6K.
  • Hexagon Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 19 quarters.
  • Hexagon Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $41.6K in Q1 2025.
  • 1,396 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.