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 Q3	$538K	Buy	13,629 +410	+3%	+$17.8K	0.25%	41
2026 Q2	$599K	Buy	13,219 +120	+0.9%	+$5.44K	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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Constitution Capital's XLU Position: Q3 2026 in Review

Constitution Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q3 2026, buying an estimated $17.8K and bringing the position to 13,629 shares worth $538K. The position accounts for 0.25% of the portfolio, ranked #41.

Constitution Capital first reported a position in XLU in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2020. 742 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Constitution Capital held 13,629 shares of State Street Utilities Select Sector SPDR ETF worth $538K as of Q3 2026.
Constitution Capital bought 410 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $17.8K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Constitution Capital's portfolio in Q3 2026, its #41 holding.
Constitution Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
Constitution Capital's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q4 2020.
742 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.