White Pine Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

White Pine Capital’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$819K	Hold	17,844	–	–	0.23%	117
2025 Q4	$762K	Sell	17,844 -20	-0.1%	-$886	0.21%	123
2025 Q3	$779K	Sell	17,864 -40	-0.2%	-$1.69K	0.22%	123
2025 Q2	$731K	Buy	17,904 +100	+0.6%	+$3.98K	0.23%	117
2025 Q1	$702K	Hold	17,804	–	–	0.24%	107
2024 Q4	$674K	Buy	17,804 +110	+0.6%	+$4.37K	0.23%	120
2024 Q3	$715K	Buy	17,694 +50	+0.3%	+$1.85K	0.24%	117
2024 Q2	$601K	Buy	17,644 +80	+0.5%	+$2.75K	0.23%	116
2024 Q1	$586K	Buy	17,564 +110	+0.6%	+$3.43K	0.22%	120
2023 Q4	$553K	Hold	17,454	–	–	0.21%	130
2023 Q3	$514K	Sell	17,454 -200	-1%	-$6.45K	0.21%	125
2023 Q2	$578K	Buy	17,654 +524	+3%	+$17.6K	0.22%	126
2023 Q1	$580K	Hold	17,130	–	–	0.23%	120
2022 Q4	$604K	Hold	17,130	–	–	0.24%	114
2022 Q3	$561K	Hold	17,130	–	–	0.23%	111
2022 Q2	$601K	Buy	17,130 +290	+2%	+$10.5K	0.24%	117
2022 Q1	$627K	Hold	16,840	–	–	0.19%	133
2021 Q4	$603K	Buy	16,840 +540	+3%	+$18.2K	0.18%	142
2021 Q3	$521K	Hold	16,300	–	–	0.16%	149
2021 Q2	$538K	Hold	16,300	–	–	0.16%	151
2021 Q1	$522K	Hold	16,300	–	–	0.17%	150
2020 Q4	$511K	Buy	16,300 +4,000	+33%	+$127K	0.18%	144
2020 Q3	$365K	Hold	12,300	–	–	0.15%	153
2020 Q2	$347K	Hold	12,300	–	–	0.15%	151
2020 Q1	$341K	Hold	12,300	–	–	0.17%	135
2019 Q4	$397K	Hold	12,300	–	–	0.16%	145
2019 Q3	$398K	Hold	12,300	–	–	0.15%	160
2019 Q2	$367K	Hold	12,300	–	–	0.14%	166
2019 Q1	$358K	Hold	12,300	–	–	0.13%	176
2018 Q4	$325K	Hold	12,300	–	–	0.13%	166
2018 Q3	$324K	Buy	12,300 +1,000	+9%	+$26.6K	0.11%	181
2018 Q2	$294K	Hold	11,300	–	–	0.11%	190
2018 Q1	$285K	Sell	11,300 -650	-5%	-$16.2K	0.11%	191
2017 Q4	$315K	Sell	11,950 -150	-1%	-$4.11K	0.12%	177
2017 Q3	$321	Sell	12,100 -2,400	-17%	-$64.4K	﹤0.01%	180
2017 Q2	$377K	Hold	14,500	–	–	0.15%	162
2017 Q1	$372K	Sell	14,500 -1,030	-7%	-$25.7K	0.15%	157
2016 Q4	$377K	Hold	15,530	–	–	0.16%	151
2016 Q3	$380K	Hold	15,530	–	–	0.16%	159
2016 Q2	$407K	Sell	15,530 -450	-3%	-$11.1K	0.17%	161
2016 Q1	$396K	Sell	15,980 -1,300	-8%	-$30K	0.17%	156
2015 Q4	$374K	Hold	17,280	–	–	0.17%	161
2015 Q3	$374K	Hold	17,280	–	–	0.17%	157
2015 Q2	$358K	Hold	17,280	–	–	0.15%	166
2015 Q1	$384K	Sell	17,280 -2,000	-10%	-$46.2K	0.16%	162
2014 Q4	$455K	Hold	19,280	–	–	0.15%	157
2014 Q3	$406K	Hold	19,280	–	–	0.14%	166
2014 Q2	$427K	Hold	19,280	–	–	0.15%	155
2014 Q1	$400K	Buy	19,280 +6,300	+49%	+$124K	0.14%	164
2013 Q4	$246K	Buy	12,980 +1,030	+9%	+$19.7K	0.09%	208
2013 Q3	$223K	Sell	11,950 -1,030	-8%	-$19.6K	0.08%	210
2013 Q2	$244K	Buy	+12,980	New	+$254K	0.08%	195

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

White Pine Capital's XLU Position: Q1 2026 in Review

White Pine Capital held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 17,844 shares worth $819K. The position accounts for 0.23% of the portfolio, ranked #117.

White Pine Capital first reported a position in XLU in Q2 2013 and has held it in 52 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

White Pine Capital held 17,844 shares of State Street Utilities Select Sector SPDR ETF worth $819K as of Q1 2026.
White Pine Capital left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.23% of White Pine Capital's portfolio in Q1 2026, its #117 holding.
White Pine Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.