Grandview Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Grandview Asset 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	$2.5M	Sell	55,029 -432	-0.8%	-$19.6K	0.62%	35
2026 Q1	$2.54M	Buy	55,461 +9,997	+22%	+$449K	0.74%	29
2025 Q4	$1.94M	Buy	45,464 +1,542	+4%	+$68.3K	0.53%	36
2025 Q3	$1.92M	Sell	43,922 -2,520	-5%	-$107K	0.54%	32
2025 Q2	$1.9M	Sell	46,442 -114	-0.2%	-$4.54K	0.61%	32
2025 Q1	$1.83M	Buy	46,556 +15,592	+50%	+$609K	0.7%	31
2024 Q4	$1.17M	Buy	30,964 +21,394	+224%	+$849K	0.43%	44
2024 Q3	$387K	Buy	9,570 +96	+1%	+$3.56K	0.22%	44
2024 Q2	$323K	Buy	9,474 +6	+0.1%	+$206	0.19%	45
2024 Q1	$311K	Buy	9,468 +312	+3%	+$9.74K	0.14%	87
2023 Q4	$290K	Sell	9,156 -784	-8%	-$24K	0.15%	87
2023 Q3	$293K	Sell	9,940 -542	-5%	-$17.5K	0.17%	88
2023 Q2	$343K	Buy	10,482 +144	+1%	+$4.85K	0.33%	43
2023 Q1	$350K	Buy	10,338 +60	+0.6%	+$2.03K	0.21%	84
2022 Q4	$362K	Buy	10,278 +64	+0.6%	+$2.18K	0.23%	83
2022 Q3	$335K	Buy	10,214 +196	+2%	+$7.18K	0.21%	85
2022 Q2	$351K	Sell	10,018 -266	-3%	-$9.63K	0.2%	89
2022 Q1	$383K	Buy	10,284 +3,590	+54%	+$124K	0.16%	98
2021 Q4	$240K	Buy	+6,694	New	+$226K	0.1%	132
2021 Q2	–	Sell	-800	Closed	-$26K	–	494
2021 Q1	$26K	Buy	+800	New	+$24.8K	0.01%	265

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

Grandview Asset Management's XLU Position: Q2 2026 in Review

Grandview Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.78% in Q2 2026, selling an estimated $19.6K and leaving 55,029 shares worth $2.5M. The position accounts for 0.62% of the portfolio, ranked #35.

Grandview Asset Management first reported a position in XLU in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.54M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Grandview Asset Management held 55,029 shares of State Street Utilities Select Sector SPDR ETF worth $2.5M as of Q2 2026.
Grandview Asset Management sold 432 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
State Street Utilities Select Sector SPDR ETF made up 0.62% of Grandview Asset Management's portfolio in Q2 2026, its #35 holding.
Grandview Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Grandview Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.54M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.