Harper Investing’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Harper Investing’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	$2.7M	Buy	59,507 +23,675	+66%	+$1.07M	0.91%	36
2026 Q1	$1.64M	Sell	35,832 -20,217	-36%	-$907K	0.72%	36
2025 Q4	$2.39M	Buy	56,049 +5,053	+10%	+$224K	1.03%	29
2025 Q3	$2.22M	Buy	50,996 +8,574	+20%	+$363K	1.06%	30
2025 Q2	$1.73M	Buy	42,422 +388	+0.9%	+$15.5K	0.97%	31
2025 Q1	$1.66M	Buy	42,034 +9,896	+31%	+$387K	1.1%	23
2024 Q4	$1.22M	Sell	32,138 -4,612	-13%	-$183K	0.9%	27
2024 Q3	$1.48M	Buy	36,750 +6,906	+23%	+$256K	0.97%	26
2024 Q2	$1.02M	Buy	29,844 +17,186	+136%	+$590K	1%	27
2024 Q1	$416K	Buy	+12,658	New	+$395K	0.49%	25
2023 Q1	–	Sell	-14,804	Closed	-$522K	–	46
2022 Q4	$522K	Sell	14,804 -20,412	-58%	-$694K	0.64%	20
2022 Q3	$1.15M	Buy	35,216 +1,786	+5%	+$65.4K	1.18%	19
2022 Q2	$1.17M	Buy	33,430 +854	+3%	+$30.9K	1.19%	17
2022 Q1	$1.21M	Buy	+32,576	New	+$1.13M	1.13%	19

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

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

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Harper Investing's XLU Position: Q2 2026 in Review

Harper Investing increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 66% in Q2 2026, buying an estimated $1.07M and bringing the position to 59,507 shares worth $2.7M. The position accounts for 0.91% of the portfolio, ranked #36.

Harper Investing first reported a position in XLU in Q1 2022 and has held it in 14 quarters since. 606 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Harper Investing held 59,507 shares of State Street Utilities Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Harper Investing bought 23,675 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.07M.
State Street Utilities Select Sector SPDR ETF made up 0.91% of Harper Investing's portfolio in Q2 2026, its #36 holding.
Harper Investing first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
606 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.