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Joseph P. Lucia & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Joseph P. Lucia & Associates’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 		$2.9M Buy
63,877
+3,859
+6% +$175K 0.87% 33
2026
Q1 		$2.75M Buy
60,018
+9,040
+18% +$406K 0.98% 28
2025
Q4 		$2.18M Buy
50,978
+15,014
+42% +$665K 0.78% 36
2025
Q3 		$1.57M Buy
35,964
+10,530
+41% +$445K 0.59% 51
2025
Q2 		$1.04M Buy
25,434
+1,702
+7% +$67.8K 0.42% 69
2025
Q1 		$936K Buy
23,732
+144
+0.6% +$5.63K 0.43% 66
2024
Q4 		$893K Buy
23,588
+7,228
+44% +$287K 0.4% 65
2024
Q3 		$661K Buy
+16,360
New +$607K 0.3% 73
2023
Q4 		– Sell
-7,046
Closed -$208K – 120
2023
Q3 		$208K Hold
7,046
– – 0.15% 102
2023
Q2 		$231K Sell
7,046
-1,054
-13% -$35.5K 0.15% 102
2023
Q1 		$274K Sell
8,100
-700
-8% -$23.7K 0.19% 93
2022
Q4 		$310K Sell
8,800
-746
-8% -$25.4K 0.23% 86
2022
Q3 		$313K Buy
9,546
+408
+4% +$14.9K 0.25% 81
2022
Q2 		$320K Buy
9,138
+260
+3% +$9.41K 0.23% 80
2022
Q1 		$331K Sell
8,878
-1,900
-18% -$65.9K 0.2% 84
2021
Q4 		$386K Sell
10,778
-830
-7% -$28K 0.25% 84
2021
Q3 		$371K Sell
11,608
-2,632
-18% -$88K 0.22% 93
2021
Q2 		$450K Sell
14,240
-2,050
-13% -$67.1K 0.27% 88
2021
Q1 		$522K Sell
16,290
-3,624
-18% -$112K 0.23% 72
2020
Q4 		$624K Sell
19,914
-6,302
-24% -$199K 0.44% 59
2020
Q3 		$778K Sell
26,216
-2,290
-8% -$68K 0.73% 45
2020
Q2 		$804K Sell
28,506
-76
-0.3% -$2.19K 0.72% 46
2020
Q1 		$792K Buy
28,582
+3,356
+13% +$107K 0.88% 37
2019
Q4 		$815K Buy
25,226
+1,556
+7% +$49.4K 0.74% 37
2019
Q3 		$766K Buy
23,670
+3,682
+18% +$114K 0.79% 38
2019
Q2 		$596K Buy
19,988
+12,442
+165% +$365K 0.63% 45
2019
Q1 		$218K Buy
+7,546
New +$210K 0.38% 51

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Joseph P. Lucia & Associates's XLU Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.4% in Q2 2026, buying an estimated $175K and bringing the position to 63,877 shares worth $2.9M. The position accounts for 0.87% of the portfolio, ranked #33.

Joseph P. Lucia & Associates first reported a position in XLU in Q1 2019 and has held it in 27 quarters since. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Joseph P. Lucia & Associates held 63,877 shares of State Street Utilities Select Sector SPDR ETF worth $2.9M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 3,859 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $175K.
  • State Street Utilities Select Sector SPDR ETF made up 0.87% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #33 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 27 quarters since.
  • 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.