Scotia Capital’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
$11.4M Buy
249,258
+43,160
+21% +$1.94M 0.05% 196
2025
Q4
$8.8M Sell
206,098
-1,094
-0.5% -$48.4K 0.04% 222
2025
Q3
$9.03M Buy
207,192
+188,936
+1,035% +$7.99M 0.04% 214
2025
Q2
$745K Sell
18,256
-31,554
-63% -$1.26M ﹤0.01% 570
2025
Q1
$1.96M Buy
49,810
+39,008
+361% +$1.52M 0.01% 403
2024
Q4
$409K Sell
10,802
-4,900
-31% -$194K ﹤0.01% 650
2024
Q3
$634K Sell
15,702
-16
-0.1% -$594 ﹤0.01% 581
2024
Q2
$536K Buy
15,718
+912
+6% +$31.3K ﹤0.01% 595
2024
Q1
$486K Sell
14,806
-15,270
-51% -$477K ﹤0.01% 602
2023
Q4
$952K Buy
+30,076
New +$920K 0.01% 463
2023
Q3
Sell
-17,830
Closed -$583K 827
2023
Q2
$583K Sell
17,830
-1,888
-10% -$63.6K ﹤0.01% 526
2023
Q1
$667K Sell
19,718
-590
-3% -$20K ﹤0.01% 504
2022
Q4
$716K Buy
20,308
+1,584
+8% +$53.9K 0.01% 506
2022
Q3
$613K Buy
18,724
+766
+4% +$28.1K 0.01% 527
2022
Q2
$630K Buy
17,958
+1,520
+9% +$55K ﹤0.01% 538
2022
Q1
$612K Buy
16,438
+4,558
+38% +$158K ﹤0.01% 598
2021
Q4
$425K Sell
11,880
-118,846
-91% -$4.01M ﹤0.01% 665
2021
Q3
$4.17M Buy
130,726
+630
+0.5% +$21.1K 0.03% 265
2021
Q2
$4.11M Buy
130,096
+3,798
+3% +$124K 0.03% 275
2021
Q1
$4.04M Sell
126,298
-53,192
-30% -$1.65M 0.03% 261
2020
Q4
$5.63M Buy
179,490
+5,828
+3% +$184K 0.05% 195
2020
Q3
$5.16M Buy
173,662
+4,912
+3% +$146K 0.06% 177
2020
Q2
$4.76M Buy
168,750
+4,622
+3% +$133K 0.07% 160
2020
Q1
$4.55M Buy
164,128
+41,606
+34% +$1.33M 0.06% 159
2019
Q4
$3.96M Buy
122,522
+19,316
+19% +$614K 0.04% 206
2019
Q3
$3.34M Buy
103,206
+9,808
+11% +$303K 0.04% 221
2019
Q2
$2.79M Buy
93,398
+54,812
+142% +$1.61M 0.03% 241
2019
Q1
$1.12M Buy
38,586
+14,994
+64% +$417K 0.01% 361
2018
Q4
$624K Buy
+23,592
New +$641K 0.01% 428
2014
Q1
Sell
-24,000
Closed -$456K 615
2013
Q4
$456K Sell
24,000
-28,200
-54% -$539K 0.01% 386
2013
Q3
$975K Buy
+52,200
New +$995K 0.03% 257

Other funds holding XLU

Scotia Capital's XLU Position: Q1 2026 in Review

Scotia Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q1 2026, buying an estimated $1.94M and bringing the position to 249,258 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #196.

Scotia Capital first reported a position in XLU in Q3 2013 and has held it in 31 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Scotia Capital held 249,258 shares of State Street Utilities Select Sector SPDR ETF worth $11.4M as of Q1 2026.
  • Scotia Capital bought 43,160 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.94M.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Scotia Capital's portfolio in Q1 2026, its #196 holding.
  • Scotia Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2013 and has held it in 31 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.