Eagle Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Eagle Strategies’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	$226K	Buy	4,985 +214	+4%	+$9.69K	0.02%	263
2026 Q1	$219K	Buy	4,771 +83	+2%	+$3.72K	0.03%	246
2025 Q4	$200K	Buy	+4,688	New	+$208K	0.03%	246
2024 Q4	–	Sell	-5,358	Closed	-$216K	–	226
2024 Q3	$216K	Buy	+5,358	New	+$199K	0.04%	201
2024 Q2	–	Sell	-34,086	Closed	-$1.12M	–	342
2024 Q1	$1.12M	Buy	+34,086	New	+$1.06M	0.25%	91

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Eagle Strategies's XLU Position: Q2 2026 in Review

Eagle Strategies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $9.69K and bringing the position to 4,985 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #263.

Eagle Strategies first reported a position in XLU in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2024. 787 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Eagle Strategies held 4,985 shares of State Street Utilities Select Sector SPDR ETF worth $226K as of Q2 2026.
Eagle Strategies bought 214 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.69K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Eagle Strategies's portfolio in Q2 2026, its #263 holding.
Eagle Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
Eagle Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $1.12M in Q1 2024.
787 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.