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

Atlas Capital Advisors’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	$1.82M	Sell	40,089 -6,732	-14%	-$305K	0.2%	102
2026 Q1	$2.15M	Buy	46,821 +7,389	+19%	+$332K	0.25%	90
2025 Q4	$1.68M	Buy	+39,432	New	+$1.75M	0.19%	107
2025 Q2	$2.31M	Sell	56,506 -8,252	-13%	-$329K	0.28%	80
2025 Q1	$2.55M	Buy	64,758 +2,812	+5%	+$110K	0.32%	66
2024 Q4	$2.34M	Sell	61,946 -10,754	-15%	-$427K	0.3%	67
2024 Q3	$2.94M	Buy	72,700 +11,896	+20%	+$441K	0.45%	48
2024 Q2	$2.07M	Buy	60,804 +36,630	+152%	+$1.26M	0.27%	80
2024 Q1	$794K	Buy	24,174 +992	+4%	+$31K	0.12%	153
2023 Q4	$734K	Buy	23,182 +2,690	+13%	+$82.2K	0.11%	155
2023 Q3	$604K	Buy	20,492 +618	+3%	+$19.9K	0.1%	164
2023 Q2	$650K	Buy	19,874 +2,860	+17%	+$96.3K	0.1%	159
2023 Q1	$576K	Sell	17,014 -2,766	-14%	-$93.7K	0.09%	165
2022 Q4	$697K	Sell	19,780 -13,448	-40%	-$457K	0.12%	144
2022 Q3	$1.09M	Buy	33,228 +9,788	+42%	+$359K	0.2%	98
2022 Q2	$822K	Buy	23,440 +4,710	+25%	+$171K	0.14%	124
2022 Q1	$697K	Buy	18,730 +18,094	+2,845%	+$627K	0.11%	166
2021 Q4	$22.8K	Buy	636 +2	+0.3%	+$67	﹤0.01%	623
2021 Q3	$20.2K	Sell	634 -1,318	-68%	-$44.1K	﹤0.01%	640
2021 Q2	$61.7K	Sell	1,952 -1,296	-40%	-$42.4K	0.01%	513
2021 Q1	$104K	Sell	3,248 -596	-16%	-$18.5K	0.02%	415
2020 Q4	$121K	Buy	+3,844	New	+$122K	0.03%	370
2020 Q3	–	Sell	-4,152	Closed	-$117K	–	605
2020 Q2	$117K	Sell	4,152 -236	-5%	-$6.8K	0.03%	383
2020 Q1	$122K	Sell	4,388 -746	-15%	-$23.9K	0.04%	343
2019 Q4	$166K	Sell	5,134 -452	-8%	-$14.4K	0.04%	339
2019 Q3	$181K	Buy	5,586 +260	+5%	+$8.02K	0.05%	334
2019 Q2	$159K	Sell	5,326 -560	-10%	-$16.4K	0.05%	331
2019 Q1	$171K	Buy	5,886 +3,088	+110%	+$85.9K	0.06%	287
2018 Q4	$74K	Buy	2,798 +1,262	+82%	+$34.3K	0.03%	370
2018 Q3	$40.4K	Hold	1,536	–	–	0.01%	433
2018 Q2	$40.3K	Sell	1,536 -12,110	-89%	-$305K	0.01%	411
2018 Q1	$345K	Buy	+13,646	New	+$341K	0.11%	232

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

Atlas Capital Advisors's XLU Position: Q2 2026 in Review

Atlas Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, selling an estimated $305K and leaving 40,089 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #102.

Atlas Capital Advisors first reported a position in XLU in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.94M in Q3 2024. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Atlas Capital Advisors held 40,089 shares of State Street Utilities Select Sector SPDR ETF worth $1.82M as of Q2 2026.
Atlas Capital Advisors sold 6,732 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $305K.
State Street Utilities Select Sector SPDR ETF made up 0.2% of Atlas Capital Advisors's portfolio in Q2 2026, its #102 holding.
Atlas Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
Atlas Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.94M in Q3 2024.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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