Silver Oak Securities’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Silver Oak Securities's XLU Position: Q1 2026 in Review
Silver Oak Securities increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q1 2026, buying an estimated $476K and bringing the position to 88,420 shares worth $4.06M. The position accounts for 0.3% of the portfolio, ranked #69.
Silver Oak Securities first reported a position in XLU in Q4 2023 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Silver Oak Securities held 88,420 shares of State Street Utilities Select Sector SPDR ETF worth $4.06M as of Q1 2026.
- Silver Oak Securities bought 10,603 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $476K.
- State Street Utilities Select Sector SPDR ETF made up 0.3% of Silver Oak Securities's portfolio in Q1 2026, its #69 holding.
- Silver Oak Securities first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.