KG&L Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$474K Buy
10,451
+224
+2% +$10.1K 0.28% 91
2026
Q1
$469K Sell
10,227
-927
-8% -$41.6K 0.34% 76
2025
Q4
$476K Buy
11,154
+38
+0.3% +$1.68K 0.12% 146
2025
Q3
$485K Sell
11,116
-300
-3% -$12.7K 0.13% 135
2025
Q2
$466K Buy
11,416
+68
+0.6% +$2.71K 0.14% 123
2025
Q1
$447K Buy
11,348
+642
+6% +$25.1K 0.15% 128
2024
Q4
$405K Buy
10,706
+1,146
+12% +$45.5K 0.13% 140
2024
Q3
$386K Sell
9,560
-46
-0.5% -$1.71K 0.12% 143
2024
Q2
$327K Buy
9,606
+1,434
+18% +$49.3K 0.11% 151
2024
Q1
$268K Buy
8,172
+310
+4% +$9.68K 0.11% 152
2023
Q4
$249K Buy
7,862
+768
+11% +$23.5K 0.1% 151
2023
Q3
$209K Buy
7,094
+570
+9% +$18.4K 0.1% 141
2023
Q2
$213K Buy
6,524
+132
+2% +$4.44K 0.1% 144
2023
Q1
$216K Buy
6,392
+180
+3% +$6.1K 0.11% 123
2022
Q4
$219K Buy
+6,212
New +$211K 0.13% 120
2022
Q3
Sell
-6,088
Closed -$213K 135
2022
Q2
$213K Sell
6,088
-2
-0% -$72 0.12% 114
2022
Q1
$227K Sell
6,090
-28
-0.5% -$971 0.09% 130
2021
Q4
$219K Buy
+6,118
New +$206K 0.09% 137

Other funds holding XLU

KG&L Capital Management's XLU Position: Q2 2026 in Review

KG&L Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 10,451 shares worth $474K. The position accounts for 0.28% of the portfolio, ranked #91.

KG&L Capital Management first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $485K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • KG&L Capital Management held 10,451 shares of State Street Utilities Select Sector SPDR ETF worth $474K as of Q2 2026.
  • KG&L Capital Management bought 224 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
  • State Street Utilities Select Sector SPDR ETF made up 0.28% of KG&L Capital Management's portfolio in Q2 2026, its #91 holding.
  • KG&L Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • KG&L Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $485K in Q3 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.