Granite Harbor Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Granite Harbor Advisors’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	$1.29M	Buy	28,559 +342	+1%	+$15.5K	0.51%	42
2026 Q1	$1.29M	Sell	28,217 -864	-3%	-$38.8K	0.57%	43
2025 Q4	$1.24M	Buy	29,081 +595	+2%	+$26.3K	0.52%	43
2025 Q3	$1.24M	Sell	28,486 -1,316	-4%	-$55.7K	0.52%	42
2025 Q2	$1.22M	Sell	29,802 -1,072	-3%	-$42.7K	0.57%	35
2025 Q1	$1.22M	Buy	30,874 +18	+0.1%	+$703	0.65%	34
2024 Q4	$1.17M	Buy	30,856 +1,264	+4%	+$50.2K	0.65%	32
2024 Q3	$1.2M	Buy	29,592 +1,154	+4%	+$42.8K	0.69%	30
2024 Q2	$969K	Buy	28,438 +1,308	+5%	+$44.9K	0.61%	34
2024 Q1	$891K	Buy	27,130 +896	+3%	+$28K	0.61%	34
2023 Q4	$831K	Buy	26,234 +456	+2%	+$13.9K	0.62%	32
2023 Q3	$760K	Buy	25,778 +2,078	+9%	+$67K	0.61%	33
2023 Q2	$775K	Buy	23,700 +680	+3%	+$22.9K	0.6%	34
2023 Q1	$779K	Sell	23,020 -310	-1%	-$10.5K	0.71%	33
2022 Q4	$822K	Buy	+23,330	New	+$793K	0.84%	29

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Granite Harbor Advisors's XLU Position: Q2 2026 in Review

Granite Harbor Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 28,559 shares worth $1.29M. The position accounts for 0.51% of the portfolio, ranked #42.

Granite Harbor Advisors first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Granite Harbor Advisors held 28,559 shares of State Street Utilities Select Sector SPDR ETF worth $1.29M as of Q2 2026.
Granite Harbor Advisors bought 342 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $15.5K.
State Street Utilities Select Sector SPDR ETF made up 0.51% of Granite Harbor Advisors's portfolio in Q2 2026, its #42 holding.
Granite Harbor Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Granite Harbor Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.29M in Q1 2026.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.