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

Clark Capital Management Group’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	-48,914	Closed	-$2.24M	–	591
2026 Q1	$2.24M	Buy	+48,914	New	+$2.19M	0.01%	267
2025 Q2	–	Sell	-23,958	Closed	-$945K	–	478
2025 Q1	$945K	Buy	+23,958	New	+$936K	0.01%	302
2024 Q4	–	Sell	-163,666	Closed	-$6.61M	–	457
2024 Q3	$6.61M	Buy	+163,666	New	+$6.07M	0.05%	169
2022 Q4	–	Sell	-238,398	Closed	-$7.81M	–	398
2022 Q3	$7.81M	Buy	238,398 +5,888	+3%	+$216K	0.1%	161
2022 Q2	$8.15M	Buy	232,510 +83,204	+56%	+$3.01M	0.11%	157
2022 Q1	$5.56M	Buy	+149,306	New	+$5.18M	0.06%	182
2019 Q1	–	Sell	-235,372	Closed	-$6.23M	–	332
2018 Q4	$6.23M	Buy	+235,372	New	+$6.4M	0.17%	118
2017 Q3	–	Sell	-61,160	Closed	-$1.59M	–	331
2017 Q2	$1.59M	Buy	+61,160	New	+$1.61M	0.06%	172
2016 Q3	–	Sell	-338,060	Closed	-$8.87M	–	343
2016 Q2	$8.87M	Sell	338,060 -63,352	-16%	-$1.56M	0.57%	61
2016 Q1	$9.96M	Buy	+401,412	New	+$9.27M	0.77%	48

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

Clark Capital Management Group's XLU Position: Q2 2026 in Review

Clark Capital Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 48,914 shares — an estimated $2.24M sold.

Clark Capital Management Group first reported a position in XLU in Q1 2016 and held it in 10 quarters. The position peaked at $9.96M in Q1 2016. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Clark Capital Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Clark Capital Management Group sold 48,914 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.24M.
Clark Capital Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 10 quarters.
Clark Capital Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $9.96M in Q1 2016.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.