MontVue Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MontVue Capital Management's XLU Position: Q1 2026 in Review
MontVue Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q1 2026, buying an estimated $8.84K and bringing the position to 17,052 shares worth $783K. The position accounts for 0.53% of the portfolio, ranked #31.
MontVue Capital Management first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- MontVue Capital Management held 17,052 shares of State Street Utilities Select Sector SPDR ETF worth $783K as of Q1 2026.
- MontVue Capital Management bought 197 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $8.84K.
- State Street Utilities Select Sector SPDR ETF made up 0.53% of MontVue Capital Management's portfolio in Q1 2026, its #31 holding.
- MontVue Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.