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Clayton Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Clayton Financial 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
-696
Closed -$31.9K – 583
2026
Q1 		$31.9K Sell
696
-28
-4% -$1.26K 0.02% 167
2025
Q4 		$30.9K Buy
724
+524
+262% +$23.2K 0.02% 167
2025
Q3 		$8.72K Buy
+200
New +$8.46K 0.01% 144

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Clayton Financial Group's XLU Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 696 shares — an estimated $31.9K sold.

Clayton Financial Group first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $31.9K in Q1 2026. 461 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 696 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $31.9K.
  • Clayton Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $31.9K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.