Estate Counselors’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 | – | Sell |
-161,218
| Closed | -$7.4M | – | 121 |
|
|
2026
Q1 | $7.4M | Buy |
161,218
+37,874
| +31% | +$1.7M | 0.66% | 15 |
|
|
2025
Q4 | $5.27M | Sell |
123,344
-83,074
| -40% | -$3.68M | 0.44% | 38 |
|
|
2025
Q3 | $9M | Buy |
206,418
+35,060
| +20% | +$1.48M | 0.77% | 19 |
|
|
2025
Q2 | $7M | Buy |
171,358
+66,680
| +64% | +$2.66M | 0.69% | 18 |
|
|
2025
Q1 | $4.13M | Buy |
104,678
+334
| +0.3% | +$13K | 0.43% | 31 |
|
|
2024
Q4 | $3.95M | Sell |
104,344
-178,976
| -63% | -$7.1M | 0.42% | 28 |
|
|
2024
Q3 | $11.4M | Sell |
283,320
-990
| -0.3% | -$36.7K | 1.19% | 9 |
|
|
2024
Q2 | $9.69M | Sell |
284,310
-230
| -0.1% | -$7.9K | 1.06% | 8 |
|
|
2024
Q1 | $9.34M | Sell |
284,540
-7,000
| -2% | -$219K | 1.07% | 8 |
|
|
2023
Q4 | $9.23M | Buy |
291,540
+135,820
| +87% | +$4.15M | 1.14% | 22 |
|
|
2023
Q3 | $4.59M | Buy |
155,720
+6,350
| +4% | +$205K | 0.61% | 33 |
|
|
2023
Q2 | $4.89M | Buy |
149,370
+24,550
| +20% | +$827K | 0.62% | 35 |
|
|
2023
Q1 | $4.22M | Sell |
124,820
-15,470
| -11% | -$524K | 0.56% | 37 |
|
|
2022
Q4 | $4.95M | Buy |
140,290
+24,110
| +21% | +$820K | 0.69% | 45 |
|
|
2022
Q3 | $3.81M | Sell |
116,180
-228,400
| -66% | -$8.37M | 0.59% | 39 |
|
|
2022
Q2 | $12.1M | Buy |
344,580
+134,350
| +64% | +$4.86M | 1.8% | 16 |
|
|
2022
Q1 | $7.83M | Buy |
210,230
+7,290
| +4% | +$253K | 1.02% | 33 |
|
|
2021
Q4 | $7.26M | Sell |
202,940
-21,790
| -10% | -$735K | 0.88% | 36 |
|
|
2021
Q3 | $7.18M | Sell |
224,730
-174,380
| -44% | -$5.83M | 0.9% | 33 |
|
|
2021
Q2 | $12.6M | Sell |
399,110
-5,500
| -1% | -$180K | 1.65% | 18 |
|
|
2021
Q1 | $13M | Buy |
404,610
+386,270
| +2,106% | +$12M | 1.9% | 15 |
|
|
2020
Q4 | $575K | Buy |
+18,340
| New | +$580K | 0.09% | 90 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$21K | – | 154 |
|
|
2020
Q2 | $21K | Sell |
750
-226,800
| -100% | -$6.54M | ﹤0.01% | 144 |
|
|
2020
Q1 | $6.3M | Buy |
227,550
+2,750
| +1% | +$87.9K | 1.04% | 34 |
|
|
2019
Q4 | $7.26M | Buy |
224,800
+2,500
| +1% | +$79.4K | 1.07% | 37 |
|
|
2019
Q3 | $7.2M | Sell |
222,300
-3,620
| -2% | -$112K | 1.1% | 33 |
|
|
2019
Q2 | $6.74M | Sell |
225,920
-165,420
| -42% | -$4.86M | 1.05% | 35 |
|
|
2019
Q1 | $11.4M | Buy |
391,340
+71,900
| +23% | +$2M | 1.95% | 21 |
|
|
2018
Q4 | $8.45M | Sell |
319,440
-15,120
| -5% | -$411K | 1.71% | 23 |
|
|
2018
Q3 | $8.81M | Buy |
334,560
+14,600
| +5% | +$388K | 1.59% | 26 |
|
|
2018
Q2 | $8.31M | Buy |
+319,960
| New | +$8.05M | 1.58% | 25 |
|
|
2017
Q4 | – | Sell |
-198,760
| Closed | -$5.27M | – | 67 |
|
|
2017
Q3 | $5.27M | Hold |
198,760
| – | – | 1.05% | 33 |
|
|
2017
Q2 | $5.16M | Buy |
+198,760
| New | +$5.22M | 1.17% | 32 |
|
|
2017
Q1 | – | Sell |
-11,660
| Closed | -$283K | – | 71 |
|
|
2016
Q4 | $283K | Sell |
11,660
-80
| -0.7% | -$1.91K | 0.08% | 66 |
|
|
2016
Q3 | $288K | Sell |
11,740
-80
| -0.7% | -$2.03K | 0.11% | 50 |
|
|
2016
Q2 | $310K | Buy |
11,820
+2,000
| +20% | +$49.3K | 0.12% | 51 |
|
|
2016
Q1 | $244K | Sell |
9,820
-267,850
| -96% | -$6.18M | 0.11% | 53 |
|
|
2015
Q4 | $6.01M | Sell |
277,670
-20,400
| -7% | -$442K | 2.45% | 16 |
|
|
2015
Q3 | $6.45M | Sell |
298,070
-6,600
| -2% | -$142K | 2.6% | 15 |
|
|
2015
Q2 | $6.32M | Hold |
304,670
| – | – | 2.19% | 17 |
|
|
2015
Q1 | $6.77M | Sell |
304,670
-455,424
| -60% | -$10.5M | 2.41% | 17 |
|
|
2014
Q4 | $17.9M | Buy |
760,094
+21,310
| +3% | +$482K | 6.35% | 2 |
|
|
2014
Q3 | $15.5M | Buy |
738,784
+420
| +0.1% | +$8.9K | 5.99% | 3 |
|
|
2014
Q2 | $16.3M | Buy |
738,364
+6,720
| +0.9% | +$143K | 6.24% | 2 |
|
|
2014
Q1 | $15.2M | Buy |
731,644
+82,480
| +13% | +$1.63M | 6.09% | 3 |
|
|
2013
Q4 | $12.3M | Buy |
649,164
+1,400
| +0.2% | +$26.8K | 5.47% | 4 |
|
|
2013
Q3 | $12.1M | Sell |
647,764
-20,040
| -3% | -$382K | 5.6% | 4 |
|
|
2013
Q2 | $12.5M | Buy |
+667,804
| New | +$13.1M | 6.34% | 3 |
|
Other funds holding XLU
Estate Counselors's XLU Position: Q2 2026 in Review
Estate Counselors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 161,218 shares — an estimated $7.4M sold.
Estate Counselors first reported a position in XLU in Q2 2013 and held it in 48 quarters. The position peaked at $17.9M in Q4 2014. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Estate Counselors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
- Estate Counselors sold 161,218 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.4M.
- Estate Counselors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 48 quarters.
- Estate Counselors's State Street Utilities Select Sector SPDR ETF position peaked at $17.9M in Q4 2014.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.