Investment 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
Q2 | $3.51M | Sell |
77,396
-897
| -1% | -$40.6K | 1.1% | 25 |
|
|
2026
Q1 | $3.59M | Sell |
78,293
-67
| -0.1% | -$3.01K | 1.28% | 20 |
|
|
2025
Q4 | $3.35M | Buy |
78,360
+218
| +0.3% | +$9.65K | 1.17% | 22 |
|
|
2025
Q3 | $3.41M | Sell |
78,142
-40
| -0.1% | -$1.69K | 1.2% | 22 |
|
|
2025
Q2 | $3.19M | Buy |
78,182
+528
| +0.7% | +$21K | 1.21% | 23 |
|
|
2025
Q1 | $3.06M | Buy |
77,654
+64
| +0.1% | +$2.5K | 1.27% | 23 |
|
|
2024
Q4 | $2.94M | Hold |
77,590
| – | – | 1.21% | 23 |
|
|
2024
Q3 | $3.13M | Sell |
77,590
-642
| -0.8% | -$23.8K | 1.31% | 24 |
|
|
2024
Q2 | $2.67M | Hold |
78,232
| – | – | 1.2% | 25 |
|
|
2024
Q1 | $2.57M | Sell |
78,232
-2,018
| -3% | -$63K | 1.16% | 26 |
|
|
2023
Q4 | $2.54M | Sell |
80,250
-212
| -0.3% | -$6.48K | 1.25% | 24 |
|
|
2023
Q3 | $2.37M | Hold |
80,462
| – | – | 1.25% | 24 |
|
|
2023
Q2 | $2.63M | Hold |
80,462
| – | – | 1.37% | 21 |
|
|
2023
Q1 | $2.72M | Hold |
80,462
| – | – | 1.43% | 18 |
|
|
2022
Q4 | $2.84M | Sell |
80,462
-39,776
| -33% | -$1.35M | 1.5% | 16 |
|
|
2022
Q3 | $3.94M | Buy |
120,238
+40,656
| +51% | +$1.49M | 1.17% | 16 |
|
|
2022
Q2 | $2.79M | Buy |
79,582
+4,400
| +6% | +$159K | 1.36% | 20 |
|
|
2022
Q1 | $2.8M | Hold |
75,182
| – | – | 1.18% | 22 |
|
|
2021
Q4 | $2.69M | Hold |
75,182
| – | – | 1.1% | 24 |
|
|
2021
Q3 | $2.4M | Buy |
75,182
+1,600
| +2% | +$53.5K | 1.09% | 26 |
|
|
2021
Q2 | $2.33M | Buy |
73,582
+230
| +0.3% | +$7.53K | 1.06% | 26 |
|
|
2021
Q1 | $2.35M | Sell |
73,352
-200
| -0.3% | -$6.21K | 1.14% | 26 |
|
|
2020
Q4 | $2.31M | Buy |
73,552
+1,800
| +3% | +$57K | 1.23% | 22 |
|
|
2020
Q3 | $2.13M | Buy |
71,752
+200
| +0.3% | +$5.93K | 1.27% | 21 |
|
|
2020
Q2 | $2.02M | Sell |
71,552
-2,370
| -3% | -$68.3K | 1.19% | 25 |
|
|
2020
Q1 | $2.05M | Buy |
73,922
+6,470
| +10% | +$207K | 1.48% | 17 |
|
|
2019
Q4 | $2.18M | Sell |
67,452
-6,486
| -9% | -$206K | 1.47% | 17 |
|
|
2019
Q3 | $2.39M | Buy |
73,938
+12
| +0% | +$370 | 1.75% | 13 |
|
|
2019
Q2 | $2.2M | Sell |
73,926
-866
| -1% | -$25.4K | 1.58% | 17 |
|
|
2019
Q1 | $2.17M | Buy |
74,792
+200
| +0.3% | +$5.56K | 1.57% | 15 |
|
|
2018
Q4 | $1.97M | Buy |
74,592
+6,856
| +10% | +$186K | 1.67% | 15 |
|
|
2018
Q3 | $887 | Hold |
67,736
| – | – | 0.49% | 44 |
|
|
2018
Q2 | $1.76M | Hold |
67,736
| – | – | 1.31% | 22 |
|
|
2018
Q1 | $1.71M | Hold |
67,736
| – | – | 1.27% | 21 |
|
|
2017
Q4 | $1.78M | Sell |
67,736
-18,000
| -21% | -$494K | 1.32% | 22 |
|
|
2017
Q3 | $2.27M | Hold |
85,736
| – | – | 1.95% | 14 |
|
|
2017
Q2 | $2.23M | Hold |
85,736
| – | – | 2.02% | 12 |
|
|
2017
Q1 | $2.2M | Buy |
85,736
+284
| +0.3% | +$7.09K | 2.12% | 12 |
|
|
2016
Q4 | $2.08M | Sell |
85,452
-68,080
| -44% | -$1.63M | 2.03% | 12 |
|
|
2016
Q3 | $3.76M | Buy |
153,532
+35,080
| +30% | +$891K | 2.13% | 3 |
|
|
2016
Q2 | $3.11M | Sell |
118,452
-51,304
| -30% | -$1.26M | 3.1% | 3 |
|
|
2016
Q1 | $3.67M | Buy |
169,756
+51,304
| +43% | +$1.18M | 2.39% | 2 |
|
|
2015
Q4 | $2.56M | Hold |
118,452
| – | – | 3.09% | 5 |
|
|
2015
Q3 | $2.56M | Hold |
118,452
| – | – | 3.36% | 4 |
|
|
2015
Q2 | $2.46M | Sell |
118,452
-2,976
| -2% | -$65.2K | 2.96% | 5 |
|
|
2015
Q1 | $2.7M | Buy |
121,428
+24
| +0% | +$554 | 2.97% | 7 |
|
|
2014
Q4 | $2.87M | Buy |
+121,404
| New | +$2.75M | 3.3% | 6 |
|
Other funds holding XLU
Investment Partners's XLU Position: Q2 2026 in Review
Investment Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, selling an estimated $40.6K and leaving 77,396 shares worth $3.51M. The position accounts for 1.1% of the portfolio, ranked #25.
Investment Partners first reported a position in XLU in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.94M in Q3 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Investment Partners held 77,396 shares of State Street Utilities Select Sector SPDR ETF worth $3.51M as of Q2 2026.
- Investment Partners sold 897 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.6K.
- State Street Utilities Select Sector SPDR ETF made up 1.1% of Investment Partners's portfolio in Q2 2026, its #25 holding.
- Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
- Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3.94M in Q3 2022.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.