Mount Lucas Management’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 | $759K | Buy |
16,541
+833
| +5% | +$37.4K | 0.28% | 109 |
|
|
2025
Q4 | $671K | Sell |
15,708
-288
| -2% | -$12.8K | 0.27% | 131 |
|
|
2025
Q3 | $698K | Buy |
15,996
+408
| +3% | +$17.3K | 0.29% | 124 |
|
|
2025
Q2 | $636K | Sell |
15,588
-706
| -4% | -$28.1K | 0.27% | 124 |
|
|
2025
Q1 | $642K | Buy |
16,294
+262
| +2% | +$10.2K | 0.21% | 108 |
|
|
2024
Q4 | $607K | Sell |
16,032
-2,054
| -11% | -$81.5K | 0.21% | 97 |
|
|
2024
Q3 | $730K | Sell |
18,086
-368
| -2% | -$13.7K | 0.25% | 110 |
|
|
2024
Q2 | $629K | Buy |
18,454
+6,958
| +61% | +$239K | 0.18% | 110 |
|
|
2024
Q1 | $377K | Buy |
+11,496
| New | +$359K | 0.1% | 131 |
|
|
2023
Q1 | – | Sell |
-48,032
| Closed | -$1.69M | – | 132 |
|
|
2022
Q4 | $1.69M | Buy |
48,032
+13,028
| +37% | +$443K | 0.55% | 53 |
|
|
2022
Q3 | $1.15M | Buy |
35,004
+20,668
| +144% | +$757K | 0.4% | 60 |
|
|
2022
Q2 | $503K | Sell |
14,336
-52,082
| -78% | -$1.89M | 0.17% | 71 |
|
|
2022
Q1 | $2.47M | Sell |
66,418
-29,248
| -31% | -$1.01M | 0.72% | 54 |
|
|
2021
Q4 | $3.42M | Sell |
95,666
-3,480
| -4% | -$117K | 0.98% | 42 |
|
|
2021
Q3 | $3.17M | Sell |
99,146
-10,606
| -10% | -$354K | 0.96% | 46 |
|
|
2021
Q2 | $3.47M | Buy |
109,752
+10,106
| +10% | +$331K | 0.92% | 45 |
|
|
2021
Q1 | $3.19M | Sell |
99,646
-281,972
| -74% | -$8.75M | 0.94% | 42 |
|
|
2020
Q4 | $12M | Buy |
+381,618
| New | +$12.1M | 2.52% | 4 |
|
|
2020
Q2 | – | Sell |
-787,272
| Closed | -$21.8M | – | 80 |
|
|
2020
Q1 | $21.8M | Buy |
787,272
+289,686
| +58% | +$9.26M | 4.49% | 3 |
|
|
2019
Q4 | $16.1M | Sell |
497,586
-198
| -0% | -$6.29K | 3.2% | 4 |
|
|
2019
Q3 | $16.1M | Buy |
497,784
+48,112
| +11% | +$1.48M | 2.89% | 6 |
|
|
2019
Q2 | $13.4M | Sell |
449,672
-59,918
| -12% | -$1.76M | 2.27% | 4 |
|
|
2019
Q1 | $14.8M | Sell |
509,590
-550,282
| -52% | -$15.3M | 2.45% | 4 |
|
|
2018
Q4 | $28M | Buy |
1,059,872
+536,378
| +102% | +$14.6M | 3.56% | 6 |
|
|
2018
Q3 | $13.8M | Buy |
+523,494
| New | +$13.9M | 2.02% | 8 |
|
|
2018
Q1 | – | Sell |
-421,998
| Closed | -$11.1M | – | 113 |
|
|
2017
Q4 | $11.1M | Buy |
421,998
+7,570
| +2% | +$208K | 1.92% | 11 |
|
|
2017
Q3 | $11M | Sell |
414,428
-12,306
| -3% | -$330K | 1.98% | 6 |
|
|
2017
Q2 | $11.1M | Buy |
426,734
+31,664
| +8% | +$831K | 2.09% | 12 |
|
|
2017
Q1 | $10.1M | Sell |
395,070
-27,380
| -6% | -$684K | 2.02% | 10 |
|
|
2016
Q4 | $10.3M | Sell |
422,450
-36,880
| -8% | -$881K | 1.95% | 22 |
|
|
2016
Q3 | $11.3M | Sell |
459,330
-3,970
| -0.9% | -$101K | 2% | 17 |
|
|
2016
Q2 | $12.2M | Sell |
463,300
-144,998
| -24% | -$3.57M | 2.06% | 11 |
|
|
2016
Q1 | $15.1M | Buy |
+608,298
| New | +$14M | 2.62% | 10 |
|
|
2015
Q2 | – | Sell |
-376,598
| Closed | -$8.37M | – | 118 |
|
|
2015
Q1 | $8.37M | Buy |
376,598
+7,118
| +2% | +$164K | 1.41% | 27 |
|
|
2014
Q4 | $8.72M | Buy |
369,480
+18,078
| +5% | +$409K | 0.97% | 20 |
|
|
2014
Q3 | $7.39M | Buy |
351,402
+36,284
| +12% | +$769K | 1.28% | 28 |
|
|
2014
Q2 | $6.97M | Buy |
315,118
+156,078
| +98% | +$3.32M | 0.92% | 24 |
|
|
2014
Q1 | $3.3M | Sell |
159,040
-13,960
| -8% | -$275K | 0.45% | 42 |
|
|
2013
Q4 | $3.28M | Buy |
173,000
+24,592
| +17% | +$470K | 0.72% | 42 |
|
|
2013
Q3 | $2.77M | Buy |
148,408
+7,528
| +5% | +$143K | 0.61% | 53 |
|
|
2013
Q2 | $2.65M | Buy |
+140,880
| New | +$2.76M | 0.6% | 42 |
|
Other funds holding XLU
Mount Lucas Management's XLU Position: Q1 2026 in Review
Mount Lucas Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.3% in Q1 2026, buying an estimated $37.4K and bringing the position to 16,541 shares worth $759K. The position accounts for 0.28% of the portfolio, ranked #109.
Mount Lucas Management first reported a position in XLU in Q2 2013 and has held it in 41 quarters since. The position peaked at $28M in Q4 2018. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Mount Lucas Management held 16,541 shares of State Street Utilities Select Sector SPDR ETF worth $759K as of Q1 2026.
- Mount Lucas Management bought 833 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $37.4K.
- State Street Utilities Select Sector SPDR ETF made up 0.28% of Mount Lucas Management's portfolio in Q1 2026, its #109 holding.
- Mount Lucas Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 41 quarters since.
- Mount Lucas Management's State Street Utilities Select Sector SPDR ETF position peaked at $28M in Q4 2018.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.