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

Boltwood Capital Management’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 		$904K Sell
19,928
-1,619
-8% -$73.3K 0.21% 100
2026
Q1 		$989K Buy
21,547
+386
+2% +$17.3K 0.25% 85
2025
Q4 		$903K Buy
21,161
+99
+0.5% +$4.38K 0.23% 89
2025
Q3 		$918K Buy
21,062
+236
+1% +$9.98K 0.24% 88
2025
Q2 		$850K Sell
20,826
-746
-3% -$29.7K 0.24% 90
2025
Q1 		$850K Sell
21,572
-394
-2% -$15.4K 0.26% 86
2024
Q4 		$831K Buy
21,966
+126
+0.6% +$5K 0.25% 85
2024
Q3 		$882K Sell
21,840
-934
-4% -$34.6K 0.26% 86
2024
Q2 		$776K Sell
22,774
-2,674
-11% -$91.8K 0.24% 87
2024
Q1 		$835K Sell
25,448
-610
-2% -$19K 0.26% 87
2023
Q4 		$825K Buy
26,058
+792
+3% +$24.2K 0.27% 87
2023
Q3 		$744K Sell
25,266
-1,218
-5% -$39.3K 0.28% 84
2023
Q2 		$867K Buy
26,484
+382
+1% +$12.9K 0.31% 80
2023
Q1 		$883K Sell
26,102
-286
-1% -$9.69K 0.33% 78
2022
Q4 		$930K Buy
26,388
+686
+3% +$23.3K 0.38% 70
2022
Q3 		$842K Sell
25,702
-2,074
-7% -$76K 0.39% 71
2022
Q2 		$974K Sell
27,776
-116
-0.4% -$4.2K 0.42% 69
2022
Q1 		$1.04M Sell
27,892
-1,292
-4% -$44.8K 0.4% 75
2021
Q4 		$1.04M Sell
29,184
-728
-2% -$24.6K 0.39% 83
2021
Q3 		$955K Sell
29,912
-3,690
-11% -$123K 0.39% 78
2021
Q2 		$1.06M Buy
33,602
+680
+2% +$22.3K 0.44% 71
2021
Q1 		$1.05M Buy
32,922
+1,080
+3% +$33.5K 0.47% 66
2020
Q4 		$998K Buy
31,842
+600
+2% +$19K 0.48% 67
2020
Q3 		$928K Buy
31,242
+550
+2% +$16.3K 0.52% 63
2020
Q2 		$866K Buy
30,692
+350
+1% +$10.1K 0.52% 63
2020
Q1 		$841K Buy
30,342
+1,030
+4% +$32.9K 0.6% 56
2019
Q4 		$947K Sell
29,312
-10
-0% -$318 0.53% 65
2019
Q3 		$949K Buy
29,322
+220
+0.8% +$6.79K 0.6% 57
2019
Q2 		$868K Sell
29,102
-1,250
-4% -$36.7K 0.55% 61
2019
Q1 		$883K Sell
30,352
-588
-2% -$16.4K 0.58% 62
2018
Q4 		$818K Buy
30,940
+28
+0.1% +$761 0.56% 61
2018
Q3 		$813K Buy
30,912
+700
+2% +$18.6K 0.48% 70
2018
Q2 		$784K Buy
30,212
+3,480
+13% +$87.5K 0.51% 65
2018
Q1 		$675K Buy
26,732
+282
+1% +$7.04K 0.46% 68
2017
Q4 		$696K Buy
26,450
+750
+3% +$20.6K 0.43% 75
2017
Q3 		$681K Buy
25,700
+400
+2% +$10.7K 0.44% 72
2017
Q2 		$657K Sell
25,300
-450
-2% -$11.8K 0.44% 75
2017
Q1 		$660K Buy
25,750
+350
+1% +$8.74K 0.46% 74
2016
Q4 		$616K Sell
25,400
-300
-1% -$7.16K 0.47% 71
2016
Q3 		$629K Buy
25,700
+340
+1% +$8.63K 0.5% 66
2016
Q2 		$665K Buy
25,360
+740
+3% +$18.2K 0.55% 63
2016
Q1 		$611K Buy
24,620
+12
+0% +$277 0.54% 64
2015
Q4 		$533K Buy
24,608
+2,058
+9% +$44.6K 0.49% 64
2015
Q3 		$488K Sell
22,550
-7,234
-24% -$156K 0.52% 63
2015
Q2 		$617K Buy
29,784
+350
+1% +$7.66K 0.61% 56
2015
Q1 		$654K Sell
29,434
-550
-2% -$12.7K 0.19% 71
2014
Q4 		$708K Buy
29,984
+150
+0.5% +$3.4K 0.2% 70
2014
Q3 		$628K Buy
29,834
+2,384
+9% +$50.5K 0.19% 72
2014
Q2 		$607K Buy
27,450
+950
+4% +$20.2K 0.18% 71
2014
Q1 		$549K Sell
26,500
-2,200
-8% -$43.4K 0.17% 67
2013
Q4 		$545K Buy
28,700
+150
+0.5% +$2.87K 0.18% 67
2013
Q3 		$533K Sell
28,550
-550
-2% -$10.5K 0.19% 61
2013
Q2 		$548K Buy
+29,100
New +$570K 0.23% 60

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

Boltwood Capital Management's XLU Position: Q2 2026 in Review

Boltwood Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.5% in Q2 2026, selling an estimated $73.3K and leaving 19,928 shares worth $904K. The position accounts for 0.21% of the portfolio, ranked #100.

Boltwood Capital Management first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.06M in Q2 2021. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Boltwood Capital Management held 19,928 shares of State Street Utilities Select Sector SPDR ETF worth $904K as of Q2 2026.
  • Boltwood Capital Management sold 1,619 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.21% of Boltwood Capital Management's portfolio in Q2 2026, its #100 holding.
  • Boltwood Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.06M in Q2 2021.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.