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

Diligent Investors’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	$434K	Buy	9,571 +502	+6%	+$22.7K	0.1%	232
2026 Q1	$416K	Sell	9,069 -498	-5%	-$22.3K	0.1%	225
2025 Q4	$408K	Sell	9,567 -501	-5%	-$22.2K	0.1%	220
2025 Q3	$439K	Hold	10,068	–	–	0.11%	211
2025 Q2	$411K	Sell	10,068 -4,886	-33%	-$195K	0.1%	224
2025 Q1	$590K	Sell	14,954 -5,354	-26%	-$209K	0.14%	178
2024 Q4	$769K	Buy	20,308 +2	+0%	+$79	0.18%	156
2024 Q3	$820K	Hold	20,306	–	–	0.19%	147
2024 Q2	$692K	Sell	20,306 -198	-1%	-$6.8K	0.17%	150
2024 Q1	$673K	Buy	20,504 +2,202	+12%	+$68.7K	0.17%	153
2023 Q4	$580K	Buy	18,302 +952	+5%	+$29.1K	0.16%	154
2023 Q3	$511K	Buy	17,350 +6,944	+67%	+$224K	0.16%	161
2023 Q2	$340K	Hold	10,406	–	–	0.1%	196
2023 Q1	$352K	Hold	10,406	–	–	0.11%	189
2022 Q4	$367K	Hold	10,406	–	–	0.12%	181
2022 Q3	$341K	Hold	10,406	–	–	0.12%	171
2022 Q2	$365K	Hold	10,406	–	–	0.12%	170
2022 Q1	$387K	Hold	10,406	–	–	0.11%	183
2021 Q4	$372K	Buy	10,406 +3,450	+50%	+$116K	0.1%	181
2021 Q3	$220K	Hold	6,956	–	–	0.07%	211
2021 Q2	$220K	Buy	+6,956	New	+$228K	0.07%	212

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

Diligent Investors's XLU Position: Q2 2026 in Review

Diligent Investors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q2 2026, buying an estimated $22.7K and bringing the position to 9,571 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #232.

Diligent Investors first reported a position in XLU in Q2 2021 and has held it in 21 quarters since. The position peaked at $820K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Diligent Investors held 9,571 shares of State Street Utilities Select Sector SPDR ETF worth $434K as of Q2 2026.
Diligent Investors bought 502 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $22.7K.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Diligent Investors's portfolio in Q2 2026, its #232 holding.
Diligent Investors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Diligent Investors's State Street Utilities Select Sector SPDR ETF position peaked at $820K in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.