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

Greenwood Capital Associates’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	–	Sell	-32,808	Closed	-$1.51M	–	305
2026 Q1	$1.51M	Sell	32,808 -44,910	-58%	-$2.01M	0.17%	121
2025 Q4	$3.32M	Buy	77,718 +2,036	+3%	+$90.2K	0.36%	81
2025 Q3	$3.3M	Sell	75,682 -928	-1%	-$39.3K	0.38%	80
2025 Q2	$3.13M	Sell	76,610 -2,542	-3%	-$101K	0.39%	79
2025 Q1	$3.12M	Buy	79,152 +6,122	+8%	+$239K	0.42%	79
2024 Q4	$2.76M	Sell	73,030 -1,350	-2%	-$53.6K	0.36%	78
2024 Q3	$3M	Buy	74,380 +948	+1%	+$35.2K	0.39%	73
2024 Q2	$2.5M	Buy	73,432 +5,728	+8%	+$197K	0.33%	86
2024 Q1	$2.22M	Buy	67,704 +25,380	+60%	+$792K	0.3%	83
2023 Q4	$1.34M	Buy	+42,324	New	+$1.29M	0.17%	108
2023 Q1	–	Sell	-7,330	Closed	-$258K	–	260
2022 Q4	$258K	Hold	7,330	–	–	0.04%	199
2022 Q3	$240K	Sell	7,330 -11,202	-60%	-$410K	0.04%	211
2022 Q2	$650K	Buy	18,532 +11,766	+174%	+$426K	0.1%	153
2022 Q1	$252K	Sell	6,766 -830	-11%	-$28.8K	0.07%	136
2021 Q4	$272K	Hold	7,596	–	–	0.04%	206
2021 Q3	$242K	Buy	7,596 +214	+3%	+$7.15K	0.04%	200
2021 Q2	$233K	Hold	7,382	–	–	0.04%	208
2021 Q1	$236K	Sell	7,382 -4,300	-37%	-$133K	0.04%	209
2020 Q4	$366K	Sell	11,682 -1,918	-14%	-$60.7K	0.06%	177
2020 Q3	$404K	Buy	13,600 +4,870	+56%	+$145K	0.08%	138
2020 Q2	$247K	Hold	8,730	–	–	0.06%	163
2020 Q1	$242K	Buy	8,730 +2,110	+32%	+$67.5K	0.07%	124
2019 Q4	$214K	Sell	6,620 -6,312	-49%	-$200K	0.05%	182
2019 Q3	$418K	Buy	+12,932	New	+$399K	0.1%	107

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

Greenwood Capital Associates's XLU Position: Q2 2026 in Review

Greenwood Capital Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 32,808 shares — an estimated $1.51M sold.

Greenwood Capital Associates first reported a position in XLU in Q3 2019 and held it in 24 quarters. The position peaked at $3.32M in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Greenwood Capital Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Greenwood Capital Associates sold 32,808 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.51M.
Greenwood Capital Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and held it in 24 quarters.
Greenwood Capital Associates's State Street Utilities Select Sector SPDR ETF position peaked at $3.32M in Q4 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.