Miller Howard Investments’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
Q1 | $826K | Sell |
17,999
-113,132
| -86% | -$5.08M | 0.02% | 126 |
|
|
2025
Q4 | $5.6M | Buy |
131,131
+87,897
| +203% | +$3.89M | 0.17% | 81 |
|
|
2025
Q3 | $1.89M | Buy |
43,234
+22,704
| +111% | +$960K | 0.06% | 103 |
|
|
2025
Q2 | $838K | Sell |
20,530
-42,552
| -67% | -$1.7M | 0.03% | 121 |
|
|
2025
Q1 | $2.49M | Sell |
63,082
-66,438
| -51% | -$2.6M | 0.08% | 96 |
|
|
2024
Q4 | $4.9M | Buy |
129,520
+92,848
| +253% | +$3.68M | 0.16% | 77 |
|
|
2024
Q3 | $1.48M | Sell |
36,672
-27,806
| -43% | -$1.03M | 0.05% | 117 |
|
|
2024
Q2 | $2.2M | Buy |
64,478
+26,722
| +71% | +$918K | 0.07% | 108 |
|
|
2024
Q1 | $1.24M | Sell |
37,756
-65,098
| -63% | -$2.03M | 0.04% | 130 |
|
|
2023
Q4 | $3.26M | Buy |
102,854
+27,238
| +36% | +$833K | 0.11% | 108 |
|
|
2023
Q3 | $2.23M | Buy |
75,616
+36,026
| +91% | +$1.16M | 0.08% | 118 |
|
|
2023
Q2 | $1.3M | Sell |
39,590
-3,094
| -7% | -$104K | 0.05% | 135 |
|
|
2023
Q1 | $1.44M | Sell |
42,684
-92,628
| -68% | -$3.14M | 0.05% | 134 |
|
|
2022
Q4 | $4.77M | Buy |
135,312
+96,062
| +245% | +$3.27M | 0.17% | 87 |
|
|
2022
Q3 | $1.29M | Buy |
39,250
+4,702
| +14% | +$172K | 0.05% | 132 |
|
|
2022
Q2 | $1.21M | Buy |
34,548
+23,814
| +222% | +$862K | 0.05% | 133 |
|
|
2022
Q1 | $400K | Sell |
10,734
-48,572
| -82% | -$1.68M | 0.01% | 147 |
|
|
2021
Q4 | $2.12M | Buy |
59,306
+38,304
| +182% | +$1.29M | 0.08% | 118 |
|
|
2021
Q3 | $671K | Buy |
21,002
+7,748
| +58% | +$259K | 0.03% | 131 |
|
|
2021
Q2 | $419K | Sell |
13,254
-6,228
| -32% | -$204K | 0.02% | 139 |
|
|
2021
Q1 | $624K | Sell |
19,482
-25,684
| -57% | -$797K | 0.03% | 136 |
|
|
2020
Q4 | $1.42M | Buy |
45,166
+35,420
| +363% | +$1.12M | 0.07% | 119 |
|
|
2020
Q3 | $289K | Sell |
9,746
-12,760
| -57% | -$379K | 0.02% | 136 |
|
|
2020
Q2 | $635K | Sell |
22,506
-21,206
| -49% | -$611K | 0.03% | 122 |
|
|
2020
Q1 | $1.21M | Sell |
43,712
-53,800
| -55% | -$1.72M | 0.06% | 106 |
|
|
2019
Q4 | $3.15M | Buy |
97,512
+83,556
| +599% | +$2.65M | 0.1% | 87 |
|
|
2019
Q3 | $452K | Sell |
13,956
-17,462
| -56% | -$539K | 0.01% | 132 |
|
|
2019
Q2 | $937K | Buy |
31,418
+21,448
| +215% | +$630K | 0.03% | 135 |
|
|
2019
Q1 | $290K | Sell |
9,970
-311,548
| -97% | -$8.66M | 0.01% | 146 |
|
|
2018
Q4 | $8.51M | Buy |
321,518
+287,798
| +853% | +$7.82M | 0.25% | 61 |
|
|
2018
Q3 | $888K | Sell |
33,720
-27,180
| -45% | -$722K | 0.02% | 153 |
|
|
2018
Q2 | $1.58M | Buy |
60,900
+39,354
| +183% | +$990K | 0.04% | 136 |
|
|
2018
Q1 | $544K | Sell |
21,546
-60,158
| -74% | -$1.5M | 0.01% | 158 |
|
|
2017
Q4 | $2.15M | Buy |
+81,704
| New | +$2.24M | 0.05% | 141 |
|
|
2017
Q1 | – | Sell |
-48,546
| Closed | -$1.18M | – | 195 |
|
|
2016
Q4 | $1.18M | Buy |
+48,546
| New | +$1.16M | 0.02% | 160 |
|
|
2016
Q1 | – | Sell |
-286,834
| Closed | -$6.21M | – | 218 |
|
|
2015
Q4 | $6.21M | Buy |
+286,834
| New | +$6.22M | 0.11% | 92 |
|
|
2015
Q1 | – | Sell |
-66,770
| Closed | -$1.58M | – | 218 |
|
|
2014
Q4 | $1.58M | Buy |
+66,770
| New | +$1.51M | 0.02% | 168 |
|
Other funds holding XLU
Miller Howard Investments's XLU Position: Q1 2026 in Review
Miller Howard Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 86% in Q1 2026, selling an estimated $5.08M and leaving 17,999 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #126.
Miller Howard Investments first reported a position in XLU in Q4 2014 and has held it in 37 quarters since. The position peaked at $8.51M in Q4 2018. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Miller Howard Investments held 17,999 shares of State Street Utilities Select Sector SPDR ETF worth $826K as of Q1 2026.
- Miller Howard Investments sold 113,132 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.08M.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Miller Howard Investments's portfolio in Q1 2026, its #126 holding.
- Miller Howard Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 37 quarters since.
- Miller Howard Investments's State Street Utilities Select Sector SPDR ETF position peaked at $8.51M in Q4 2018.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.