Interchange Capital Partners’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
Q3
$202K Sell
5,123
-186
-4% -$8.08K 0.03% 435
2026
Q2
$241K Buy
5,309
+2,191
+70% +$99.2K 0.05% 361
2026
Q1
$246K Sell
3,118
-5,536
-64% -$248K 0.08% 234
2025
Q4
$369K Sell
8,654
-958
-10% -$42.4K 0.07% 255
2025
Q3
$419K Sell
9,612
-98
-1% -$4.15K 0.08% 210
2025
Q2
$396K Buy
9,710
+3,474
+56% +$138K 0.09% 176
2025
Q1
$246K Sell
6,236
-120
-2% -$4.69K 0.07% 230
2024
Q4
$241K Sell
6,356
-4,332
-41% -$172K 0.09% 216
2024
Q3
$432K Sell
10,688
-212
-2% -$7.86K 0.15% 160
2024
Q2
$371K Sell
10,900
-680
-6% -$23.4K 0.14% 166
2024
Q1
$385K Buy
11,580
+3,020
+35% +$94.3K 0.26% 91
2023
Q4
$321K Sell
8,560
-6,504
-43% -$199K 0.24% 101
2023
Q3
$259K Sell
15,064
-4,212
-22% -$136K 0.21% 121
2023
Q2
$632K Buy
19,276
+2,052
+12% +$69.1K 0.48% 56
2023
Q1
$583K Buy
17,224
+1,910
+12% +$64.7K 0.32% 82
2022
Q4
$540K Buy
15,314
+3,722
+32% +$127K 0.55% 44
2022
Q3
$379K Buy
11,592
+1,556
+16% +$57K 0.42% 66
2022
Q2
$351K Buy
+10,036
New +$363K 0.39% 81
2021
Q1
– Sell
-3,740
Closed -$117K – 1129
2020
Q4
$117K Buy
+3,740
New +$118K 0.06% 284

Other funds holding XLU

Interchange Capital Partners's XLU Position: Q3 2026 in Review

Interchange Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.5% in Q3 2026, selling an estimated $8.08K and leaving 5,123 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #435.

Interchange Capital Partners first reported a position in XLU in Q4 2020 and has held it in 19 quarters since. The position peaked at $632K in Q2 2023. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Interchange Capital Partners held 5,123 shares of State Street Utilities Select Sector SPDR ETF worth $202K as of Q3 2026.
  • Interchange Capital Partners sold 186 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $8.08K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Interchange Capital Partners's portfolio in Q3 2026, its #435 holding.
  • Interchange Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • Interchange Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $632K in Q2 2023.
  • 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.