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

Apella 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
Q2 		$1.74M Sell
37,983
-1,176
-3% -$53.3K 0.02% 287
2026
Q1 		$1.81M Buy
+39,159
New +$1.76M 0.03% 272

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Apella Capital's XLU Position: Q2 2026 in Review

Apella Capital reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3% in Q2 2026, selling an estimated $53.3K and leaving 37,983 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #287.

Apella Capital first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.81M in Q1 2026. 359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Apella Capital held 37,983 shares of State Street Utilities Select Sector SPDR ETF worth $1.74M as of Q2 2026.
  • Apella Capital sold 1,176 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $53.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #287 holding.
  • Apella Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's State Street Utilities Select Sector SPDR ETF position peaked at $1.81M in Q1 2026.
  • 359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.