CAPTRUST Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
CAPTRUST Financial Advisors's XLU Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.8% in Q1 2026, buying an estimated $1.09M and bringing the position to 531,154 shares worth $24.4M. The position accounts for 0.04% of the portfolio, ranked #318.
CAPTRUST Financial Advisors first reported a position in XLU in Q4 2016 and has held it in 37 quarters since. The position peaked at $102M in Q4 2019. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- CAPTRUST Financial Advisors held 531,154 shares of State Street Utilities Select Sector SPDR ETF worth $24.4M as of Q1 2026.
- CAPTRUST Financial Advisors bought 24,404 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.09M.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #318 holding.
- CAPTRUST Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 37 quarters since.
- CAPTRUST Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $102M in Q4 2019.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.