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Kessler Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kessler Investment Group’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 		$527K Buy
11,613
+2,573
+28% +$117K 0.22% 47
2026
Q1 		$415K Sell
9,040
-7,866
-47% -$353K 0.2% 50
2025
Q4 		$722K Sell
16,906
-6
-0% -$266 0.3% 49
2025
Q3 		$737K Buy
16,912
+16,828
+20,033% +$712K 0.32% 45
2025
Q2 		$3.43K Buy
84
+42
+100% +$1.67K ﹤0.01% 161
2025
Q1 		$1.73K Sell
42
-14,242
-100% -$556K ﹤0.01% 182
2024
Q4 		$541K Buy
14,284
+380
+3% +$15.1K 0.26% 50
2024
Q3 		$562K Sell
13,904
-3,362
-19% -$125K 0.29% 51
2024
Q2 		$588K Sell
17,266
-8,520
-33% -$293K 0.32% 49
2024
Q1 		$846K Buy
25,786
+16,920
+191% +$528K 0.52% 37
2023
Q4 		$281K Sell
8,866
-18,642
-68% -$570K 0.17% 51
2023
Q3 		$811K Buy
27,508
+20,292
+281% +$654K 0.68% 34
2023
Q2 		$236K Buy
7,216
+60
+0.8% +$2.02K 0.17% 55
2023
Q1 		$242K Sell
7,156
-9,724
-58% -$330K 0.16% 61
2022
Q4 		$595K Sell
16,880
-5,758
-25% -$196K 0.63% 34
2022
Q3 		$742K Buy
22,638
+2,168
+11% +$79.4K 0.61% 35
2022
Q2 		$718K Buy
20,470
+7,692
+60% +$278K 0.63% 32
2022
Q1 		$476K Sell
12,778
-1,326
-9% -$46K 0.28% 50
2021
Q4 		$505K Buy
14,104
+13,448
+2,050% +$454K 0.28% 50
2021
Q3 		$21K Sell
656
-27,432
-98% -$917K 0.01% 117
2021
Q2 		$888K Buy
28,088
+10,810
+63% +$354K 0.71% 37
2021
Q1 		$553K Buy
17,278
+17,194
+20,469% +$533K 0.73% 25
2020
Q4 		$3K Hold
84
– – ﹤0.01% 106
2020
Q3 		$2K Sell
84
-11,206
-99% -$333K ﹤0.01% 103
2020
Q2 		$319K Sell
11,290
-104
-0.9% -$3K 0.39% 39
2020
Q1 		$316K Buy
11,394
+3,172
+39% +$101K 0.41% 36
2019
Q4 		$266K Sell
8,222
-232
-3% -$7.37K 0.27% 37
2019
Q3 		$274K Buy
8,454
+60
+0.7% +$1.85K 0.31% 39
2019
Q2 		$250K Sell
8,394
-352
-4% -$10.3K 0.26% 47
2019
Q1 		$254K Buy
8,746
+84
+1% +$2.34K 0.25% 49
2018
Q4 		$229K Sell
8,662
-282
-3% -$7.66K 0.3% 38
2018
Q3 		$235K Sell
8,944
-1,004
-10% -$26.7K 0.24% 53
2018
Q2 		$258K Sell
9,948
-426
-4% -$10.7K 0.31% 49
2018
Q1 		$262K Buy
10,374
+4,528
+77% +$113K 0.33% 51
2017
Q4 		$154K Sell
5,846
-130
-2% -$3.56K 0.19% 50
2017
Q3 		$159K Buy
5,976
+120
+2% +$3.22K 0.2% 43
2017
Q2 		$152K Buy
5,856
+906
+18% +$23.8K 0.19% 47
2017
Q1 		$127K Sell
4,950
-148
-3% -$3.7K 0.16% 50
2016
Q4 		$124K Sell
5,098
-184
-3% -$4.39K 0.15% 53
2016
Q3 		$129K Sell
5,282
-3,740
-41% -$95K 0.19% 45
2016
Q2 		$237K Sell
9,022
-76
-0.8% -$1.87K 0.34% 46
2016
Q1 		$226K Buy
9,098
+790
+10% +$18.2K 0.34% 46
2015
Q4 		$180K Sell
8,308
-476
-5% -$10.3K 0.28% 43
2015
Q3 		$190K Sell
8,784
-1,012
-10% -$21.8K 0.31% 48
2015
Q2 		$203K Sell
9,796
-186
-2% -$4.07K 0.32% 50
2015
Q1 		$222K Sell
9,982
-296
-3% -$6.84K 0.38% 48
2014
Q4 		$243K Sell
10,278
-378
-4% -$8.56K 0.4% 49
2014
Q3 		$224K Buy
10,656
+200
+2% +$4.24K 0.39% 50
2014
Q2 		$231K Sell
10,456
-12
-0.1% -$255 0.41% 48
2014
Q1 		$217K Buy
10,468
+92
+0.9% +$1.81K 0.46% 39
2013
Q4 		$197K Buy
+10,376
New +$198K 0.37% 51

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kessler Investment Group's XLU Position: Q2 2026 in Review

Kessler Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q2 2026, buying an estimated $117K and bringing the position to 11,613 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #47.

Kessler Investment Group first reported a position in XLU in Q4 2013 and has held it in 51 quarters since. The position peaked at $888K in Q2 2021. 405 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Kessler Investment Group held 11,613 shares of State Street Utilities Select Sector SPDR ETF worth $527K as of Q2 2026.
  • Kessler Investment Group bought 2,573 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $117K.
  • State Street Utilities Select Sector SPDR ETF made up 0.22% of Kessler Investment Group's portfolio in Q2 2026, its #47 holding.
  • Kessler Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • Kessler Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $888K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.