Financial Consulate’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
$20.4K Buy
449
+3
+0.7% +$136 ﹤0.01% 518
2026
Q1
$20.5K Buy
446
+3
+0.7% +$135 ﹤0.01% 483
2025
Q4
$18.9K Buy
+443
New +$19.6K ﹤0.01% 484

Other funds holding XLU

Financial Consulate's XLU Position: Q2 2026 in Review

Financial Consulate increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.67% in Q2 2026, buying an estimated $136 and bringing the position to 449 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Financial Consulate first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.5K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Financial Consulate held 449 shares of State Street Utilities Select Sector SPDR ETF worth $20.4K as of Q2 2026.
  • Financial Consulate bought 3 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $136.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #518 holding.
  • Financial Consulate first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's State Street Utilities Select Sector SPDR ETF position peaked at $20.5K in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.