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

Constitution Capital’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	$599K	Buy	13,219 +120	+0.9%	+$5.43K	0.31%	39
2026 Q1	$601K	Sell	13,099 -363	-3%	-$16.3K	0.3%	39
2025 Q4	$575K	Buy	13,462 +1,074	+9%	+$47.6K	0.27%	43
2025 Q3	$540K	Sell	12,388 -102	-0.8%	-$4.32K	0.25%	42
2025 Q2	$510K	Buy	12,490 +30	+0.2%	+$1.2K	0.26%	42
2025 Q1	$491K	Buy	12,460 +868	+7%	+$33.9K	0.27%	42
2024 Q4	$439K	Buy	11,592 +1,260	+12%	+$50K	0.25%	41
2024 Q3	$417K	Buy	10,332 +610	+6%	+$22.6K	0.22%	40
2024 Q2	$331K	Buy	9,722 +254	+3%	+$8.72K	0.17%	52
2024 Q1	$311K	Buy	9,468 +368	+4%	+$11.5K	0.18%	51
2023 Q4	$288K	Sell	9,100 -4,500	-33%	-$138K	0.17%	49
2023 Q3	$401K	Sell	13,600 -100	-0.7%	-$3.22K	0.27%	42
2023 Q2	$448K	Buy	13,700 +180	+1%	+$6.06K	0.26%	43
2023 Q1	$458K	Sell	13,520 -60	-0.4%	-$2.03K	0.28%	44
2022 Q4	$479K	Sell	13,580 -1,160	-8%	-$39.4K	0.3%	42
2022 Q3	$483K	Buy	14,740 +150	+1%	+$5.5K	0.32%	39
2022 Q2	$512K	Sell	14,590 -2,200	-13%	-$79.6K	0.33%	39
2022 Q1	$625K	Sell	16,790 -310	-2%	-$10.7K	0.34%	37
2021 Q4	$612K	Sell	17,100 -9,484	-36%	-$320K	0.33%	37
2021 Q3	$849K	Sell	26,584 -1,400	-5%	-$46.8K	0.51%	27
2021 Q2	$885K	Sell	27,984 -2,826	-9%	-$92.5K	0.54%	29
2021 Q1	$987K	Sell	30,810 -3,750	-11%	-$116K	0.65%	25
2020 Q4	$1.08M	Buy	+34,560	New	+$1.09M	0.77%	24

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

Constitution Capital's XLU Position: Q2 2026 in Review

Constitution Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.92% in Q2 2026, buying an estimated $5.43K and bringing the position to 13,219 shares worth $599K. The position accounts for 0.31% of the portfolio, ranked #39.

Constitution Capital first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2020. 1,580 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Constitution Capital held 13,219 shares of State Street Utilities Select Sector SPDR ETF worth $599K as of Q2 2026.
Constitution Capital bought 120 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.43K.
State Street Utilities Select Sector SPDR ETF made up 0.31% of Constitution Capital's portfolio in Q2 2026, its #39 holding.
Constitution Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Constitution Capital's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q4 2020.
1,580 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Constitution Capital's 13F filing for Q2 2026, filed 9 Jul 2026.