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

Argyle Capital Partners’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	$1.04M	Buy	22,868 +3,260	+17%	+$148K	0.65%	47
2026 Q1	$900K	Buy	19,608 +8,546	+77%	+$383K	0.65%	48
2025 Q4	$472K	Buy	11,062 +1,216	+12%	+$53.9K	0.35%	90
2025 Q3	$429K	Buy	9,846 +4,548	+86%	+$192K	0.31%	95
2025 Q2	$216K	Sell	5,298 -1,886	-26%	-$75.1K	0.18%	137
2025 Q1	$283K	Sell	7,184 -1,232	-15%	-$48.1K	0.24%	108
2024 Q4	$319K	Buy	+8,416	New	+$334K	0.27%	96

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Argyle Capital Partners's XLU Position: Q2 2026 in Review

Argyle Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2026, buying an estimated $148K and bringing the position to 22,868 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #47.

Argyle Capital Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Argyle Capital Partners held 22,868 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Argyle Capital Partners bought 3,260 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $148K.
State Street Utilities Select Sector SPDR ETF made up 0.65% of Argyle Capital Partners's portfolio in Q2 2026, its #47 holding.
Argyle Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.