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

Garde Capital’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	$275K	Hold	6,074	–	–	0.01%	213
2026 Q1	$279K	Buy	6,074 +174	+3%	+$7.81K	0.02%	172
2025 Q4	$252K	Hold	5,900	–	–	0.01%	196
2025 Q3	$257K	Hold	5,900	–	–	0.01%	214
2025 Q2	$241K	Hold	5,900	–	–	0.01%	212
2025 Q1	$233K	Hold	5,900	–	–	0.01%	209
2024 Q4	$223K	Buy	5,900 +1,900	+48%	+$75.4K	0.01%	205
2024 Q3	$162K	Hold	4,000	–	–	0.01%	221
2024 Q2	$136K	Hold	4,000	–	–	0.01%	234
2024 Q1	$131K	Hold	4,000	–	–	0.01%	250
2023 Q4	$127K	Hold	4,000	–	–	0.01%	246
2023 Q3	$118K	Sell	4,000 -528	-12%	-$17K	0.01%	241
2023 Q2	$148K	Hold	4,528	–	–	0.01%	245
2023 Q1	$153K	Hold	4,528	–	–	0.02%	210
2022 Q4	$160K	Hold	4,528	–	–	0.02%	197
2022 Q3	$148K	Sell	4,528 -10,650	-70%	-$390K	0.02%	198
2022 Q2	$532K	Hold	15,178	–	–	0.06%	112
2022 Q1	$565K	Hold	15,178	–	–	0.06%	120
2021 Q4	$543K	Buy	15,178 +942	+7%	+$31.8K	0.05%	125
2021 Q3	$455K	Buy	14,236 +3,526	+33%	+$118K	0.05%	129
2021 Q2	$339K	Hold	10,710	–	–	0.04%	152
2021 Q1	$343K	Buy	10,710 +528	+5%	+$16.4K	0.04%	140
2020 Q4	$319K	Buy	+10,182	New	+$322K	0.04%	140

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Garde Capital's XLU Position: Q2 2026 in Review

Garde Capital held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,074 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #213.

Garde Capital first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $565K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Garde Capital held 6,074 shares of State Street Utilities Select Sector SPDR ETF worth $275K as of Q2 2026.
Garde Capital left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #213 holding.
Garde Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Garde Capital's State Street Utilities Select Sector SPDR ETF position peaked at $565K in Q1 2022.
1,099 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.