Founders Capital Management (Texas)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Founders Capital Management (Texas)’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	$71.2K	Hold	1,570	–	–	0.03%	125
2026 Q1	$72K	Hold	1,570	–	–	0.04%	114
2025 Q4	$67K	Hold	1,570	–	–	0.03%	114
2025 Q3	$68.5K	Hold	1,570	–	–	0.04%	109
2025 Q2	$64.1K	Hold	1,570	–	–	0.04%	115
2025 Q1	$61.9K	Hold	1,570	–	–	0.04%	117
2024 Q4	$59.4K	Hold	1,570	–	–	0.04%	120
2024 Q3	$63.4K	Sell	1,570 -110	-7%	-$4.08K	0.04%	123
2024 Q2	$57.2K	Sell	1,680 -60	-3%	-$2.06K	0.04%	127
2024 Q1	$57.1K	Sell	1,740 -150	-8%	-$4.68K	0.04%	127
2023 Q4	$59.8K	Buy	1,890 +550	+41%	+$16.8K	0.04%	123
2023 Q3	$39.5K	Hold	1,340	–	–	0.03%	152
2023 Q2	$43.8K	Hold	1,340	–	–	0.03%	153
2023 Q1	$45K	Hold	1,340	–	–	0.03%	147
2022 Q4	$47K	Hold	1,340	–	–	0.04%	138
2022 Q3	$44K	Hold	1,340	–	–	0.04%	135
2022 Q2	$47K	Buy	1,340 +1,000	+294%	+$36.2K	0.04%	128
2022 Q1	$12K	Hold	340	–	–	0.01%	258
2021 Q4	$12K	Hold	340	–	–	0.01%	258
2021 Q3	$11K	Hold	340	–	–	0.01%	270
2021 Q2	$11K	Hold	340	–	–	0.01%	261
2021 Q1	$11K	Hold	340	–	–	0.01%	242
2020 Q4	$11K	Buy	+340	New	+$10.8K	0.01%	246
2020 Q1	$9K	Hold	340	–	–	0.01%	234
2019 Q4	$11K	Hold	340	–	–	0.01%	247
2019 Q3	$11K	Hold	340	–	–	0.01%	247
2019 Q2	$10K	Hold	340	–	–	0.01%	259
2019 Q1	$10K	Hold	340	–	–	0.01%	257
2018 Q4	$9K	Hold	340	–	–	0.01%	247
2018 Q3	$9K	Hold	340	–	–	0.01%	251
2018 Q2	$9K	Hold	340	–	–	0.01%	255
2018 Q1	$9K	Sell	340 -720	-68%	-$18K	0.01%	295
2017 Q4	$28K	Hold	1,060	–	–	0.02%	183
2017 Q3	$28K	Hold	1,060	–	–	0.02%	177
2017 Q2	$28K	Hold	1,060	–	–	0.02%	177
2017 Q1	$27K	Buy	+1,060	New	+$26.5K	0.02%	184

Other funds holding XLU

FMI

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Founders Capital Management (Texas)'s XLU Position: Q2 2026 in Review

Founders Capital Management (Texas) held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,570 shares worth $71.2K. The position accounts for 0.03% of the portfolio, ranked #125.

Founders Capital Management (Texas) first reported a position in XLU in Q1 2017 and has held it in 36 quarters since. The position peaked at $72K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Founders Capital Management (Texas) held 1,570 shares of State Street Utilities Select Sector SPDR ETF worth $71.2K as of Q2 2026.
Founders Capital Management (Texas) left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #125 holding.
Founders Capital Management (Texas) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s State Street Utilities Select Sector SPDR ETF position peaked at $72K in Q1 2026.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.