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Consolidated Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Consolidated Investment 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 		$3.69M Hold
81,470
– – 0.32% 53
2026
Q1 		$3.74M Buy
81,470
+1,730
+2% +$77.6K 0.41% 47
2025
Q4 		$3.4M Hold
79,740
– – 0.41% 46
2025
Q3 		$3.48M Buy
79,740
+12,000
+18% +$508K 0.43% 46
2025
Q2 		$2.77M Buy
67,740
+20,000
+42% +$797K 0.37% 52
2025
Q1 		$1.88M Sell
47,740
-2,260
-5% -$88.3K 0.29% 54
2024
Q4 		$1.89M Buy
+50,000
New +$1.98M 0.27% 56

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

Consolidated Investment Group's XLU Position: Q2 2026 in Review

Consolidated Investment Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 81,470 shares worth $3.69M. The position accounts for 0.32% of the portfolio, ranked #53.

Consolidated Investment Group first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Consolidated Investment Group held 81,470 shares of State Street Utilities Select Sector SPDR ETF worth $3.69M as of Q2 2026.
  • Consolidated Investment Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.32% of Consolidated Investment Group's portfolio in Q2 2026, its #53 holding.
  • Consolidated Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Consolidated Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $3.74M in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.