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XLU icon

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

Covestor’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 		$94K Buy
2,069
+269
+15% +$12.2K 0.05% 393
2026
Q1 		$83K Buy
1,800
+84
+5% +$3.77K 0.06% 383
2025
Q4 		$73K Buy
1,716
+456
+36% +$20.2K 0.04% 746
2025
Q3 		$55K Sell
1,260
-216
-15% -$9.14K 0.03% 867
2025
Q2 		$61K Buy
1,476
+1,260
+583% +$50.2K 0.04% 815
2025
Q1 		$9K Sell
216
-836
-79% -$32.7K 0.01% 1596
2024
Q4 		$39K Sell
1,052
-506
-32% -$20.1K 0.02% 949
2024
Q3 		$63K Buy
1,558
+534
+52% +$19.8K 0.04% 784
2024
Q2 		$35K Buy
1,024
+868
+556% +$29.8K 0.02% 1002
2024
Q1 		$5K Sell
156
-40
-20% -$1.25K ﹤0.01% 1787
2023
Q4 		$6K Sell
196
-116
-37% -$3.55K ﹤0.01% 1756
2023
Q3 		$9K Sell
312
-24
-7% -$774 0.01% 1514
2023
Q2 		$11K Sell
336
-598
-64% -$20.1K 0.01% 1407
2023
Q1 		$32K Sell
934
-1,282
-58% -$43.5K 0.03% 873
2022
Q4 		$79K Buy
2,216
+1,016
+85% +$34.5K 0.06% 519
2022
Q3 		$39K Sell
1,200
-242
-17% -$8.87K 0.03% 794
2022
Q2 		$51K Sell
1,442
-1,046
-42% -$37.9K 0.04% 734
2022
Q1 		$93K Buy
2,488
+2,352
+1,729% +$81.5K 0.06% 553
2021
Q4 		$5K Buy
+136
New +$4.59K 0.01% 1357

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Covestor's XLU Position: Q2 2026 in Review

Covestor increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,069 shares worth $94K. The position accounts for 0.05% of the portfolio, ranked #393.

Covestor first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Covestor held 2,069 shares of State Street Utilities Select Sector SPDR ETF worth $94K as of Q2 2026.
  • Covestor bought 269 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Covestor's portfolio in Q2 2026, its #393 holding.
  • Covestor first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.