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

Interchange 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
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% -$7.87K 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Interchange Capital Partners's XLU Position: Q1 2026 in Review

Interchange Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 64% in Q1 2026, selling an estimated $248K and leaving 3,118 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #234.

Interchange Capital Partners first reported a position in XLU in Q4 2020 and has held it in 17 quarters since. The position peaked at $632K in Q2 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Interchange Capital Partners held 3,118 shares of State Street Utilities Select Sector SPDR ETF worth $246K as of Q1 2026.
  • Interchange Capital Partners sold 5,536 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $248K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Interchange Capital Partners's portfolio in Q1 2026, its #234 holding.
  • Interchange Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 17 quarters since.
  • Interchange Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $632K in Q2 2023.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.