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

Childress 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	–	Sell	-7,887	Closed	-$362K	–	423
2026 Q1	$362K	Sell	7,887 -4,287	-35%	-$192K	0.07%	219
2025 Q4	$520K	Buy	+12,174	New	+$539K	0.08%	178
2023 Q4	–	Sell	-7,826	Closed	-$231K	–	214
2023 Q3	$231K	Hold	7,826	–	–	0.08%	153
2023 Q2	$256K	Buy	+7,826	New	+$263K	0.11%	66

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

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

Childress Capital Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 7,887 shares — an estimated $362K sold.

Childress Capital Advisors first reported a position in XLU in Q2 2023 and held it in 4 quarters. The position peaked at $520K in Q4 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Childress Capital Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Childress Capital Advisors sold 7,887 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $362K.
Childress Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
Childress Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $520K in Q4 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.