Investors Research Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Investors Research Corp’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	$11.1K	Sell	245 -710	-74%	-$32.2K	﹤0.01%	530
2026 Q1	$43.8K	Buy	955 +155	+19%	+$6.95K	0.01%	403
2025 Q4	$34.2K	Buy	800 +190	+31%	+$8.41K	0.01%	480
2025 Q3	$26.6K	Hold	610	–	–	﹤0.01%	511
2025 Q2	$24.9K	Hold	610	–	–	﹤0.01%	546
2025 Q1	$24K	Hold	610	–	–	0.01%	553
2024 Q4	$23.1K	Hold	610	–	–	0.01%	573
2024 Q3	$24.6K	Sell	610 -20	-3%	-$742	0.01%	571
2024 Q2	$21.5K	Buy	630 +20	+3%	+$687	0.01%	617
2024 Q1	$20K	Hold	610	–	–	﹤0.01%	617
2023 Q4	$19.3K	Hold	610	–	–	﹤0.01%	639
2023 Q3	$18K	Hold	610	–	–	﹤0.01%	664
2023 Q2	$20K	Hold	610	–	–	0.01%	658
2023 Q1	$20.6K	Hold	610	–	–	0.01%	665
2022 Q4	$21.5K	Hold	610	–	–	0.01%	654
2022 Q3	$20K	Buy	610 +436	+251%	+$16K	0.01%	652
2022 Q2	$6K	Buy	+174	New	+$6.3K	﹤0.01%	828

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

Investors Research Corp's XLU Position: Q2 2026 in Review

Investors Research Corp reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 74% in Q2 2026, selling an estimated $32.2K and leaving 245 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Investors Research Corp first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $43.8K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Investors Research Corp held 245 shares of State Street Utilities Select Sector SPDR ETF worth $11.1K as of Q2 2026.
Investors Research Corp sold 710 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $32.2K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #530 holding.
Investors Research Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Investors Research Corp's State Street Utilities Select Sector SPDR ETF position peaked at $43.8K 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 Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.