Pine Valley 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
Q2
$1.47M Buy
32,353
+821
+3% +$37.2K 0.06% 259
2026
Q1
$1.45M Buy
31,532
+131
+0.4% +$5.88K 0.07% 252
2025
Q4
$1.34M Buy
31,401
+3,241
+12% +$144K 0.06% 245
2025
Q3
$1.23M Buy
28,160
+1,794
+7% +$75.9K 0.06% 249
2025
Q2
$1.08M Buy
26,366
+14
+0.1% +$558 0.06% 259
2025
Q1
$1.04M Buy
26,352
+5,344
+25% +$209K 0.06% 261
2024
Q4
$795K Buy
21,008
+2,106
+11% +$83.6K 0.05% 270
2024
Q3
$763K Buy
18,902
+4,662
+33% +$173K 0.05% 264
2024
Q2
$485K Buy
14,240
+1,920
+16% +$65.9K 0.03% 310
2024
Q1
$404K Sell
12,320
-658
-5% -$20.5K 0.03% 346
2023
Q4
$411K Sell
12,978
-3,380
-21% -$103K 0.03% 331
2023
Q3
$482K Buy
16,358
+8,954
+121% +$289K 0.04% 290
2023
Q2
$242K Buy
7,404
+158
+2% +$5.32K 0.02% 348
2023
Q1
$206K Buy
+7,246
New +$246K 0.03% 275

Other funds holding XLU

Pine Valley Investments's XLU Position: Q2 2026 in Review

Pine Valley Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q2 2026, buying an estimated $37.2K and bringing the position to 32,353 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #259.

Pine Valley Investments first reported a position in XLU in Q1 2023 and has held it in 14 quarters since. 911 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Pine Valley Investments held 32,353 shares of State Street Utilities Select Sector SPDR ETF worth $1.47M as of Q2 2026.
  • Pine Valley Investments bought 821 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #259 holding.
  • Pine Valley Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 911 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.