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

Maple 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 		$485K Sell
10,573
-169
-2% -$7.58K 0.03% 74
2025
Q4 		$459K Sell
10,742
-2,142
-17% -$94.9K 0.03% 79
2025
Q3 		$562K Sell
12,884
-116
-0.9% -$4.91K 0.04% 69
2025
Q2 		$531K Sell
13,000
-2,160
-14% -$86.1K 0.04% 75
2025
Q1 		$598K Sell
15,160
-118
-0.8% -$4.61K 0.05% 72
2024
Q4 		$578K Buy
15,278
+226
+2% +$8.97K 0.04% 70
2024
Q3 		$608K Sell
15,052
-510
-3% -$18.9K 0.05% 69
2024
Q2 		$530K Sell
15,562
-568
-4% -$19.5K 0.04% 74
2024
Q1 		$529K Buy
16,130
+400
+3% +$12.5K 0.05% 67
2023
Q4 		$498K Sell
15,730
-792
-5% -$24.2K 0.05% 68
2023
Q3 		$487K Buy
16,522
+286
+2% +$9.22K 0.06% 65
2023
Q2 		$531K Buy
16,236
+1,272
+9% +$42.8K 0.06% 66
2023
Q1 		$506K Buy
14,964
+2,296
+18% +$77.8K 0.06% 66
2022
Q4 		$447K Buy
12,668
+1,768
+16% +$60.1K 0.06% 66
2022
Q3 		$367K Buy
10,900
+3,164
+41% +$116K 0.05% 72
2022
Q2 		$271K Buy
7,736
+198
+3% +$7.17K 0.04% 80
2022
Q1 		$281K Buy
7,538
+704
+10% +$24.4K 0.03% 86
2021
Q4 		$245K Buy
+6,834
New +$231K 0.03% 98
2020
Q1 		– Sell
-6,910
Closed -$223K – 125
2019
Q4 		$223K Buy
+6,910
New +$219K 0.04% 114

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

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

Maple Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.6% in Q1 2026, selling an estimated $7.58K and leaving 10,573 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #74.

Maple Capital Management first reported a position in XLU in Q4 2019 and has held it in 19 quarters since. The position peaked at $608K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Maple Capital Management held 10,573 shares of State Street Utilities Select Sector SPDR ETF worth $485K as of Q1 2026.
  • Maple Capital Management sold 169 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $7.58K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Maple Capital Management's portfolio in Q1 2026, its #74 holding.
  • Maple Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
  • Maple Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $608K in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.