Per Stirling Capital 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
$1.75M Buy
38,127
+31,602
+484% +$1.42M 0.19% 99
2025
Q4
$279K Sell
6,525
-11
-0.2% -$487 0.03% 250
2025
Q3
$285K Sell
6,536
-26
-0.4% -$1.1K 0.03% 229
2025
Q2
$268K Sell
6,562
-34,352
-84% -$1.37M 0.04% 233
2025
Q1
$1.61M Buy
40,914
+34,352
+523% +$1.34M 0.23% 82
2024
Q4
$248K Sell
6,562
-35,828
-85% -$1.42M 0.04% 227
2024
Q3
$1.71M Buy
42,390
+1,130
+3% +$41.9K 0.24% 74
2024
Q2
$1.41M Buy
+41,260
New +$1.42M 0.23% 75
2024
Q1
Sell
-6,780
Closed -$215K 233
2023
Q4
$215K Sell
6,780
-5,980
-47% -$183K 0.04% 195
2023
Q3
$376K Sell
12,760
-2,868
-18% -$92.4K 0.08% 142
2023
Q2
$511K Hold
15,628
0.1% 120
2023
Q1
$529K Sell
15,628
-1,412
-8% -$47.9K 0.11% 108
2022
Q4
$601K Buy
+17,040
New +$579K 0.11% 110

Other funds holding XLU

Per Stirling Capital Management's XLU Position: Q1 2026 in Review

Per Stirling Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 484% in Q1 2026, buying an estimated $1.42M and bringing the position to 38,127 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #99.

Per Stirling Capital Management first reported a position in XLU in Q4 2022 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Per Stirling Capital Management held 38,127 shares of State Street Utilities Select Sector SPDR ETF worth $1.75M as of Q1 2026.
  • Per Stirling Capital Management bought 31,602 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.42M.
  • State Street Utilities Select Sector SPDR ETF made up 0.19% of Per Stirling Capital Management's portfolio in Q1 2026, its #99 holding.
  • Per Stirling Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.