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Capital & Planning LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capital & Planning LLC’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 		– Sell
-2
Closed -$92 – 172
2026
Q1 		$92 Buy
+2
New +$90 ﹤0.01% 170

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital & Planning LLC's XLU Position: Q2 2026 in Review

Capital & Planning LLC sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 2 shares — an estimated $92 sold.

Capital & Planning LLC first reported a position in XLU in Q1 2026 and held it in 1 quarter. The position peaked at $92 in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Capital & Planning LLC reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $92.
  • Capital & Planning LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Capital & Planning LLC's State Street Utilities Select Sector SPDR ETF position peaked at $92 in Q1 2026.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.