Csenge Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Csenge Advisory 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	$5.13M	Buy	113,172 +1,332	+1%	+$60.3K	0.21%	93
2026 Q1	$5.13M	Sell	111,840 -6,110	-5%	-$274K	0.23%	83
2025 Q4	$5.04M	Sell	117,950 -3,672	-3%	-$163K	0.23%	85
2025 Q3	$5.3M	Buy	121,622 +3,006	+3%	+$127K	0.25%	81
2025 Q2	$4.86M	Sell	118,616 -5,744	-5%	-$229K	0.26%	77
2025 Q1	$4.84M	Sell	124,360 -52,826	-30%	-$2.06M	0.27%	73
2024 Q4	$6.71M	Sell	177,186 -742	-0.4%	-$29.4K	0.36%	53
2024 Q3	$7.05M	Buy	177,928 +5,760	+3%	+$214K	0.37%	53
2024 Q2	$5.87M	Buy	172,168 +8,838	+5%	+$304K	0.33%	56
2024 Q1	$5.36M	Sell	163,330 -862	-0.5%	-$26.9K	0.3%	64
2023 Q4	$5.2M	Sell	164,192 -27,708	-14%	-$847K	0.32%	58
2023 Q3	$5.65M	Sell	191,900 -23,950	-11%	-$772K	0.39%	47
2023 Q2	$7.06M	Sell	215,850 -8,730	-4%	-$294K	0.47%	41
2023 Q1	$7.6M	Buy	224,580 +2,320	+1%	+$78.6K	0.55%	36
2022 Q4	$7.83M	Sell	222,260 -12,306	-5%	-$418K	0.61%	32
2022 Q3	$7.68M	Buy	234,566 +12,966	+6%	+$475K	0.64%	32
2022 Q2	$7.77M	Buy	221,600 +200,282	+939%	+$7.25M	0.65%	30
2022 Q1	$794K	Sell	21,318 -15,780	-43%	-$547K	0.06%	265
2021 Q4	$1.19M	Buy	37,098 +27,406	+283%	+$925K	0.11%	166
2021 Q3	$310K	Sell	9,692 -27,406	-74%	-$916K	0.03%	461
2021 Q2	$1.19M	Buy	37,098 +25,682	+225%	+$841K	0.11%	166
2021 Q1	$370K	Sell	11,416 -87,802	-88%	-$2.72M	0.04%	345
2020 Q4	$3.11M	Buy	99,218 +11,454	+13%	+$362K	0.37%	49
2020 Q3	$2.72M	Buy	87,764 +16,480	+23%	+$489K	0.37%	58
2020 Q2	$2.01M	Buy	71,284 +2,334	+3%	+$67.3K	0.29%	68
2020 Q1	$1.91M	Buy	68,950 +6,274	+10%	+$201K	0.5%	44
2019 Q4	$2.02M	Sell	62,676 -33,360	-35%	-$1.06M	0.51%	39
2019 Q3	$3.11M	Buy	96,036 +34,482	+56%	+$1.06M	0.85%	23
2019 Q2	$1.83M	Buy	+61,554	New	+$1.81M	0.62%	33
2019 Q1	–	Sell	-30,916	Closed	-$818K	–	219
2018 Q4	$818K	Buy	30,916 +30,516	+7,629%	+$829K	0.3%	72
2018 Q3	$10K	Buy	+400	New	+$10.6K	﹤0.01%	518

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

Csenge Advisory Group's XLU Position: Q2 2026 in Review

Csenge Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, buying an estimated $60.3K and bringing the position to 113,172 shares worth $5.13M. The position accounts for 0.21% of the portfolio, ranked #93.

Csenge Advisory Group first reported a position in XLU in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.83M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Csenge Advisory Group held 113,172 shares of State Street Utilities Select Sector SPDR ETF worth $5.13M as of Q2 2026.
Csenge Advisory Group bought 1,332 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $60.3K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Csenge Advisory Group's portfolio in Q2 2026, its #93 holding.
Csenge Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 31 quarters since.
Csenge Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $7.83M in Q4 2022.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.