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

Global View 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	$1.49M	Sell	32,944 -5,378	-14%	-$244K	0.31%	36
2026 Q1	$1.76M	Buy	38,322 +14,997	+64%	+$673K	0.47%	25
2025 Q4	$996K	Sell	23,325 -34,023	-59%	-$1.51M	0.19%	47
2025 Q3	$2.5M	Buy	57,348 +40,200	+234%	+$1.7M	0.53%	20
2025 Q2	$700K	Sell	17,148 -1,582	-8%	-$63K	0.22%	51
2025 Q1	$738K	Sell	18,730 -450	-2%	-$17.6K	0.27%	49
2024 Q4	$731K	Buy	+19,180	New	+$761K	0.26%	57

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

Global View Capital Management's XLU Position: Q2 2026 in Review

Global View Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, selling an estimated $244K and leaving 32,944 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #36.

Global View Capital Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Global View Capital Management held 32,944 shares of State Street Utilities Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Global View Capital Management sold 5,378 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $244K.
State Street Utilities Select Sector SPDR ETF made up 0.31% of Global View Capital Management's portfolio in Q2 2026, its #36 holding.
Global View Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Global View Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.5M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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