American Capital Advisory’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
$28.2K Buy
622
+82
+15% +$3.71K 0.01% 271
2026
Q1
$24.8K Hold
540
0.01% 268
2025
Q4
$23.1K Hold
540
0.01% 271
2025
Q3
$23.5K Hold
540
0.01% 258
2025
Q2
$22K Hold
540
0.01% 257
2025
Q1
$21.3K Hold
540
0.01% 259
2024
Q4
$20.4K Sell
540
-2
-0.4% -$79 0.01% 249
2024
Q3
$21.9K Sell
542
-10
-2% -$371 0.01% 244
2024
Q2
$17.5K Sell
552
-8,724
-94% -$300K 0.01% 228
2024
Q1
$314K Buy
9,276
+8,724
+1,580% +$272K 0.27% 67
2023
Q4
$17.5K Buy
+552
New +$16.9K 0.01% 228

Other funds holding XLU

American Capital Advisory's XLU Position: Q2 2026 in Review

American Capital Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $3.71K and bringing the position to 622 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #271.

American Capital Advisory first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $314K in Q1 2024. 704 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • American Capital Advisory held 622 shares of State Street Utilities Select Sector SPDR ETF worth $28.2K as of Q2 2026.
  • American Capital Advisory bought 82 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.71K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #271 holding.
  • American Capital Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $314K in Q1 2024.
  • 704 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.