Donaldson Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Donaldson Capital Management's XLU Position: Q2 2026 in Review
Donaldson Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 93% in Q2 2026, buying an estimated $463K and bringing the position to 21,212 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #173.
Donaldson Capital Management first reported a position in XLU in Q4 2015 and has held it in 13 quarters since. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Donaldson Capital Management held 21,212 shares of State Street Utilities Select Sector SPDR ETF worth $962K as of Q2 2026.
- Donaldson Capital Management bought 10,220 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $463K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #173 holding.
- Donaldson Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 13 quarters since.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.