Capitol Family Office’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capitol Family Office’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	$13.1K	Hold	289	–	–	0.01%	41
2026 Q1	$12.4K	Hold	289	–	–	0.01%	42
2025 Q4	$12.4K	Sell	289 -289	-50%	-$12.8K	0.01%	42
2025 Q3	$25.2K	Hold	578	–	–	0.03%	37
2025 Q2	$23.6K	Hold	578	–	–	0.03%	37
2025 Q1	$22.8K	Buy	+578	New	+$22.6K	0.03%	37
2024 Q1	–	Sell	-84,480	Closed	-$2.68M	–	17
2023 Q4	$2.68M	Buy	84,480 +2,606	+3%	+$79.7K	4.5%	9
2023 Q3	$2.41M	Sell	81,874 -3,822	-4%	-$123K	4.54%	8
2023 Q2	$2.8M	Buy	85,696 +596	+0.7%	+$20.1K	6.4%	5
2023 Q1	$2.88M	Buy	85,100 +1,960	+2%	+$66.4K	5.68%	4
2022 Q4	$2.93M	Buy	+83,140	New	+$2.83M	5.94%	6

Other funds holding XLU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capitol Family Office's XLU Position: Q2 2026 in Review

Capitol Family Office held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 289 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #41.

Capitol Family Office first reported a position in XLU in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2022. 931 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Capitol Family Office held 289 shares of State Street Utilities Select Sector SPDR ETF worth $13.1K as of Q2 2026.
Capitol Family Office left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Capitol Family Office's portfolio in Q2 2026, its #41 holding.
Capitol Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Capitol Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $2.93M in Q4 2022.
931 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.