Allred Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Allred Capital Management's XLU Position: Q1 2026 in Review
Allred Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.49% in Q1 2026, buying an estimated $5.03K and bringing the position to 22,801 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #60.
Allred Capital Management first reported a position in XLU in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.17M in Q2 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Allred Capital Management held 22,801 shares of State Street Utilities Select Sector SPDR ETF worth $1.05M as of Q1 2026.
- Allred Capital Management bought 112 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.03K.
- State Street Utilities Select Sector SPDR ETF made up 0.38% of Allred Capital Management's portfolio in Q1 2026, its #60 holding.
- Allred Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
- Allred Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.17M in Q2 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.