Harbour Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Harbour Investments’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	$4.85M	Sell	107,010 -48,359	-31%	-$2.19M	0.07%	276
2026 Q1	$7.13M	Buy	155,369 +83,098	+115%	+$3.73M	0.11%	177
2025 Q4	$3.09M	Sell	72,271 -9,453	-12%	-$419K	0.06%	284
2025 Q3	$3.56M	Sell	81,724 -13,746	-14%	-$581K	0.08%	227
2025 Q2	$3.9M	Buy	95,470 +17,740	+23%	+$707K	0.1%	191
2025 Q1	$3.06M	Sell	77,730 -27,918	-26%	-$1.09M	0.09%	203
2024 Q4	$4M	Buy	105,648 +25,478	+32%	+$1.01M	0.11%	154
2024 Q3	$3.24M	Buy	80,170 +13,482	+20%	+$500K	0.1%	176
2024 Q2	$2.27M	Buy	66,688 +19,782	+42%	+$679K	0.08%	229
2024 Q1	$1.54M	Sell	46,906 -7,346	-14%	-$229K	0.05%	315
2023 Q4	$1.72M	Buy	54,252 +5,098	+10%	+$156K	0.07%	257
2023 Q3	$1.45M	Sell	49,154 -6,910	-12%	-$223K	0.07%	261
2023 Q2	$1.83M	Sell	56,064 -15,394	-22%	-$518K	0.09%	216
2023 Q1	$2.42M	Sell	71,458 -17,740	-20%	-$601K	0.13%	143
2022 Q4	$3.14M	Buy	89,198 +25,224	+39%	+$858K	0.19%	99
2022 Q3	$2.24M	Hold	63,974	–	–	0.15%	125
2022 Q2	$2.24M	Buy	+63,974	New	+$2.32M	0.15%	125
2021 Q4	$2.3M	Sell	64,322 -49,462	-43%	-$1.67M	0.14%	158
2021 Q3	$3.63M	Buy	113,784 +22,676	+25%	+$758K	0.12%	170
2021 Q2	$2.88M	Sell	91,108 -1,744	-2%	-$57.1K	0.09%	206
2021 Q1	$2.97M	Buy	+92,852	New	+$2.88M	0.11%	182

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

Harbour Investments's XLU Position: Q2 2026 in Review

Harbour Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 31% in Q2 2026, selling an estimated $2.19M and leaving 107,010 shares worth $4.85M. The position accounts for 0.07% of the portfolio, ranked #276.

Harbour Investments first reported a position in XLU in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.13M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Harbour Investments held 107,010 shares of State Street Utilities Select Sector SPDR ETF worth $4.85M as of Q2 2026.
Harbour Investments sold 48,359 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.19M.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #276 holding.
Harbour Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's State Street Utilities Select Sector SPDR ETF position peaked at $7.13M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.