Destiny Capital
XLU icon

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
Q3 		$756K Hold
19,170
– – 0.36% 27
2026
Q2 		$869K Hold
19,170
– – 0.4% 27
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Destiny Capital's XLU Position: Q3 2026 in Review

Destiny Capital held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 19,170 shares worth $756K. The position accounts for 0.36% of the portfolio, ranked #27.

Destiny Capital first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $880K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Destiny Capital held 19,170 shares of State Street Utilities Select Sector SPDR ETF worth $756K as of Q3 2026.
  • Destiny Capital left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.36% of Destiny Capital's portfolio in Q3 2026, its #27 holding.
  • Destiny Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Destiny Capital's State Street Utilities Select Sector SPDR ETF position peaked at $880K in Q1 2026.
  • 1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Destiny Capital's 13F filing for Q3 2026, filed 3 Nov 2026.