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

Hoey 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	$11.3K	Hold	250	–	–	﹤0.01%	255
2026 Q1	$11.5K	Hold	250	–	–	﹤0.01%	249
2025 Q4	$10.7K	Hold	250	–	–	﹤0.01%	248
2025 Q3	$10.9K	Hold	250	–	–	﹤0.01%	251
2025 Q2	$10.2K	Hold	250	–	–	﹤0.01%	239
2025 Q1	$9.86K	Sell	250 -100	-29%	-$3.91K	﹤0.01%	215
2024 Q4	$13.2K	Buy	350 +100	+40%	+$3.97K	﹤0.01%	198
2024 Q3	$8.52K	Hold	250	–	–	﹤0.01%	215
2024 Q2	$8.52K	Hold	250	–	–	﹤0.01%	215
2024 Q1	$8.21K	Hold	250	–	–	﹤0.01%	219
2023 Q4	$7.92K	Hold	250	–	–	﹤0.01%	220
2023 Q3	$7.37K	Hold	250	–	–	﹤0.01%	227
2023 Q2	$8.18K	Sell	250 -102	-29%	-$3.43K	﹤0.01%	223
2023 Q1	$11.9K	Hold	352	–	–	﹤0.01%	205
2022 Q4	$12.4K	Buy	352 +2	+0.6%	+$68	0.01%	205
2022 Q3	$11K	Buy	350 +100	+40%	+$3.66K	﹤0.01%	225
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	192
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	174
2021 Q4	$9K	Buy	+250	New	+$8.43K	﹤0.01%	181

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 22.9% 1-Year Est. Return

Hoey Investments's XLU Position: Q2 2026 in Review

Hoey Investments held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 250 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Hoey Investments first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.2K in Q4 2024. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Hoey Investments held 250 shares of State Street Utilities Select Sector SPDR ETF worth $11.3K as of Q2 2026.
Hoey Investments left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #255 holding.
Hoey Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Hoey Investments's State Street Utilities Select Sector SPDR ETF position peaked at $13.2K in Q4 2024.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.