Novare Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Novare Capital Management's XLU Position: Q1 2026 in Review
Novare Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q1 2026, buying an estimated $133K and bringing the position to 23,301 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #108.
Novare Capital Management first reported a position in XLU in Q1 2016 and has held it in 16 quarters since. The position peaked at $3.39M in Q2 2016. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Novare Capital Management held 23,301 shares of State Street Utilities Select Sector SPDR ETF worth $1.07M as of Q1 2026.
- Novare Capital Management bought 2,973 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $133K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Novare Capital Management's portfolio in Q1 2026, its #108 holding.
- Novare Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 16 quarters since.
- Novare Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.39M in Q2 2016.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.