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 Q3	–	Sell	-245	Closed	-$11.1K	–	841
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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Investors Research Corp's XLU Position: Q3 2026 in Review

Investors Research Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 245 shares — an estimated $11.1K sold.

Investors Research Corp first reported a position in XLU in Q2 2022 and held it in 17 quarters. The position peaked at $43.8K in Q1 2026. 64 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Investors Research Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Investors Research Corp sold 245 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $11.1K.
Investors Research Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 17 quarters.
Investors Research Corp's State Street Utilities Select Sector SPDR ETF position peaked at $43.8K in Q1 2026.
64 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.