Freestone Capital Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
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FMI
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MAWA
Freestone Capital Holdings's XLU Position: Q2 2026 in Review
Freestone Capital Holdings increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 29% in Q2 2026, buying an estimated $849K and bringing the position to 82,646 shares worth $3.75M. The position accounts for 0.1% of the portfolio, ranked #133.
Freestone Capital Holdings first reported a position in XLU in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.07M in Q1 2025. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Freestone Capital Holdings held 82,646 shares of State Street Utilities Select Sector SPDR ETF worth $3.75M as of Q2 2026.
- Freestone Capital Holdings bought 18,735 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $849K.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of Freestone Capital Holdings's portfolio in Q2 2026, its #133 holding.
- Freestone Capital Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
- Freestone Capital Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $5.07M in Q1 2025.
- 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.