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XLU icon

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

Greenwood Gearhart’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 		$20.8M Buy
459,056
+22,879
+5% +$1.04M 0.97% 30
2026
Q1 		$20M Buy
436,177
+19,295
+5% +$866K 1.08% 28
2025
Q4 		$17.8M Buy
416,882
+4,906
+1% +$217K 0.98% 31
2025
Q3 		$18M Buy
411,976
+8,552
+2% +$362K 1.04% 31
2025
Q2 		$16.5M Buy
403,424
+9,144
+2% +$364K 1.03% 32
2025
Q1 		$15.5M Sell
394,280
-17,964
-4% -$702K 1.08% 30
2024
Q4 		$15.6M Buy
412,244
+17,262
+4% +$685K 1.08% 30
2024
Q3 		$16M Buy
394,982
+35,848
+10% +$1.33M 1.33% 23
2024
Q2 		$12.2M Buy
359,134
+3,140
+0.9% +$108K 1.15% 27
2024
Q1 		$11.7M Sell
355,994
-11,272
-3% -$352K 1.14% 30
2023
Q4 		$11.6M Buy
+367,266
New +$11.2M 1.24% 33
2023
Q1 		– Sell
-249,458
Closed -$8.79M – 101
2022
Q4 		$8.79M Buy
249,458
+9,474
+4% +$322K 1.25% 38
2022
Q3 		$7.86M Buy
239,984
+192
+0.1% +$7.04K 1.25% 38
2022
Q2 		$8.41M Sell
239,792
-1,736
-0.7% -$62.8K 1.34% 35
2022
Q1 		$8.99M Sell
241,528
-58,704
-20% -$2.04M 1.23% 39
2021
Q4 		$10.7M Buy
300,232
+14,212
+5% +$479K 1.48% 31
2021
Q3 		$9.13M Buy
286,020
+52,032
+22% +$1.74M 1.42% 31
2021
Q2 		$7.4M Buy
+233,988
New +$7.66M 1.19% 40

Other funds holding XLU

Truist Financial
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
WA
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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

Greenwood Gearhart's XLU Position: Q2 2026 in Review

Greenwood Gearhart increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.2% in Q2 2026, buying an estimated $1.04M and bringing the position to 459,056 shares worth $20.8M. The position accounts for 0.97% of the portfolio, ranked #30.

Greenwood Gearhart first reported a position in XLU in Q2 2021 and has held it in 18 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Greenwood Gearhart held 459,056 shares of State Street Utilities Select Sector SPDR ETF worth $20.8M as of Q2 2026.
  • Greenwood Gearhart bought 22,879 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04M.
  • State Street Utilities Select Sector SPDR ETF made up 0.97% of Greenwood Gearhart's portfolio in Q2 2026, its #30 holding.
  • Greenwood Gearhart first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.