Kanawha Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kanawha Capital Management’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	$376K	Hold	8,188	–	–	0.03%	174
2025 Q4	$350K	Buy	8,188 +100	+1%	+$4.43K	0.02%	179
2025 Q3	$353K	Hold	8,088	–	–	0.02%	175
2025 Q2	$330K	Hold	8,088	–	–	0.02%	177
2025 Q1	$319K	Buy	8,088 +400	+5%	+$15.6K	0.02%	177
2024 Q4	$291K	Hold	7,688	–	–	0.02%	181
2024 Q3	$311K	Hold	7,688	–	–	0.02%	192
2024 Q2	$262K	Hold	7,688	–	–	0.02%	204
2024 Q1	$252K	Buy	7,688 +160	+2%	+$4.99K	0.02%	197
2023 Q4	$238K	Buy	7,528 +200	+3%	+$6.12K	0.02%	190
2023 Q3	$216K	Hold	7,328	–	–	0.02%	197
2023 Q2	$240K	Sell	7,328 -190	-3%	-$6.4K	0.02%	198
2023 Q1	$254K	Sell	7,518 -246	-3%	-$8.34K	0.02%	194
2022 Q4	$274K	Buy	7,764 +844	+12%	+$28.7K	0.03%	189
2022 Q3	$227K	Hold	6,920	–	–	0.02%	188
2022 Q2	$243K	Buy	6,920 +170	+3%	+$6.15K	0.02%	185
2022 Q1	$251K	Hold	6,750	–	–	0.02%	190
2021 Q4	$242K	Buy	6,750 +216	+3%	+$7.29K	0.02%	194
2021 Q3	$209K	Sell	6,534 -50	-0.8%	-$1.67K	0.02%	197
2021 Q2	$208K	Hold	6,584	–	–	0.02%	201
2021 Q1	$211K	Hold	6,584	–	–	0.02%	198
2020 Q4	$206K	Buy	+6,584	New	+$208K	0.02%	200

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kanawha Capital Management's XLU Position: Q1 2026 in Review

Kanawha Capital Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 8,188 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #174.

Kanawha Capital Management first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Kanawha Capital Management held 8,188 shares of State Street Utilities Select Sector SPDR ETF worth $376K as of Q1 2026.
Kanawha Capital Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #174 holding.
Kanawha Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.