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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$111K Buy
2,447
+15
+0.6% +$679 0.02% 156
2026
Q1
$112K Buy
2,432
+17
+0.7% +$763 0.02% 145
2025
Q4
$103K Buy
2,415
+17
+0.7% +$753 0.02% 146
2025
Q3
$105K Buy
2,398
+16
+0.7% +$677 0.02% 145
2025
Q2
$97.3K Buy
2,382
+392
+20% +$15.6K 0.02% 150
2025
Q1
$78.5K Buy
1,990
+710
+55% +$27.7K 0.01% 163
2024
Q4
$48.4K Buy
+1,280
New +$50.8K 0.01% 192

Other funds holding XLU

Estabrook Capital Management's XLU Position: Q2 2026 in Review

Estabrook Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.62% in Q2 2026, buying an estimated $679 and bringing the position to 2,447 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #156.

Estabrook Capital Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Estabrook Capital Management held 2,447 shares of State Street Utilities Select Sector SPDR ETF worth $111K as of Q2 2026.
  • Estabrook Capital Management bought 15 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $679.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Estabrook Capital Management's portfolio in Q2 2026, its #156 holding.
  • Estabrook Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Estabrook Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $112K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.