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

Aristides 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	$2.37M	Buy	52,208 +3,900	+8%	+$177K	0.46%	58
2026 Q1	$2.22M	Buy	48,308 +6,112	+14%	+$274K	0.48%	52
2025 Q4	$1.8M	Buy	42,196 +1,820	+5%	+$80.6K	0.32%	58
2025 Q3	$1.76M	Hold	40,376	–	–	0.25%	61
2025 Q2	$1.65M	Hold	40,376	–	–	0.33%	52
2025 Q1	$1.59M	Hold	40,376	–	–	0.47%	47
2024 Q4	$1.53M	Buy	40,376 +4,360	+12%	+$173K	0.31%	52
2024 Q3	$1.45M	Hold	36,016	–	–	0.45%	47
2024 Q2	$1.23M	Hold	36,016	–	–	0.35%	61
2024 Q1	$1.18M	Hold	36,016	–	–	0.43%	61
2023 Q4	$1.14M	Buy	36,016 +27,822	+340%	+$851K	0.42%	56
2023 Q3	$241K	Hold	8,194	–	–	0.1%	120
2023 Q2	$268K	Buy	+8,194	New	+$276K	0.11%	117
2020 Q3	–	Sell	-39,600	Closed	-$1.12M	–	124
2020 Q2	$1.12M	Hold	39,600	–	–	0.84%	30
2020 Q1	$1.1M	Buy	+39,600	New	+$1.27M	0.8%	27

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

Aristides Capital's XLU Position: Q2 2026 in Review

Aristides Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.1% in Q2 2026, buying an estimated $177K and bringing the position to 52,208 shares worth $2.37M. The position accounts for 0.46% of the portfolio, ranked #58.

Aristides Capital first reported a position in XLU in Q1 2020 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Aristides Capital held 52,208 shares of State Street Utilities Select Sector SPDR ETF worth $2.37M as of Q2 2026.
Aristides Capital bought 3,900 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
State Street Utilities Select Sector SPDR ETF made up 0.46% of Aristides Capital's portfolio in Q2 2026, its #58 holding.
Aristides Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 15 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Aristides Capital's 13F filing for Q2 2026, filed 13 Aug 2026.