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 Q2	$433K	Sell	9,546 -1,027	-10%	-$46.5K	0.03%	84
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Maple Capital Management's XLU Position: Q2 2026 in Review

Maple Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.7% in Q2 2026, selling an estimated $46.5K and leaving 9,546 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #84.

Maple Capital Management first reported a position in XLU in Q4 2019 and has held it in 20 quarters since. The position peaked at $608K in Q3 2024. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Maple Capital Management held 9,546 shares of State Street Utilities Select Sector SPDR ETF worth $433K as of Q2 2026.
Maple Capital Management sold 1,027 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $46.5K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Maple Capital Management's portfolio in Q2 2026, its #84 holding.
Maple Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
Maple Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $608K in Q3 2024.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Maple Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.