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

Destiny 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 Q1	$880K	Sell	19,170 -535	-3%	-$24K	0.47%	25
2025 Q4	$841K	Sell	19,705 -267	-1%	-$11.8K	0.43%	27
2025 Q3	$871K	Hold	19,972	–	–	0.47%	27
2025 Q2	$815K	Sell	19,972 -52	-0.3%	-$2.07K	0.49%	26
2025 Q1	$789K	Hold	20,024	–	–	0.54%	24
2024 Q4	$758K	Sell	20,024 -682	-3%	-$27.1K	0.46%	24
2024 Q3	$799K	Sell	20,706 -148	-0.7%	-$5.49K	0.5%	25
2024 Q2	$710K	Sell	20,854 -596	-3%	-$20.5K	0.49%	26
2024 Q1	$704K	Hold	21,450	–	–	0.49%	25
2023 Q4	$679K	Buy	+21,450	New	+$656K	0.47%	28
2023 Q2	$733K	Sell	22,402 -1,422	-6%	-$47.9K	0.57%	25
2023 Q1	$806K	Buy	23,824 +10	+0%	+$339	0.66%	23
2022 Q4	$790K	Buy	+23,814	New	+$810K	0.65%	23

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Destiny Capital's XLU Position: Q1 2026 in Review

Destiny Capital reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q1 2026, selling an estimated $24K and leaving 19,170 shares worth $880K. The position accounts for 0.47% of the portfolio, ranked #25.

Destiny Capital first reported a position in XLU in Q4 2022 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Destiny Capital held 19,170 shares of State Street Utilities Select Sector SPDR ETF worth $880K as of Q1 2026.
Destiny Capital sold 535 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $24K.
State Street Utilities Select Sector SPDR ETF made up 0.47% of Destiny Capital's portfolio in Q1 2026, its #25 holding.
Destiny Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.