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

Evergreen Capital Management’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	–	Sell	-4,933	Closed	-$226K	–	1681
2026 Q1	$226K	Buy	+4,933	New	+$221K	﹤0.01%	1314
2020 Q4	–	Sell	-7,166	Closed	-$213K	–	472
2020 Q3	$213K	Hold	7,166	–	–	0.01%	383
2020 Q2	$202K	Buy	+7,166	New	+$207K	0.02%	365
2020 Q1	–	Sell	-7,166	Closed	-$232K	–	501
2019 Q4	$232K	Hold	7,166	–	–	0.02%	406
2019 Q3	$232K	Hold	7,166	–	–	0.02%	361
2019 Q2	$214K	Buy	+7,166	New	+$210K	0.02%	380

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

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

Evergreen Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 4,933 shares — an estimated $226K sold.

Evergreen Capital Management first reported a position in XLU in Q2 2019 and held it in 6 quarters. The position peaked at $232K in Q4 2019. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evergreen Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 4,933 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $226K.
Evergreen Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and held it in 6 quarters.
Evergreen Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $232K in Q4 2019.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.