Lakeshore Capital Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lakeshore Capital 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	$3.39M	Buy	74,721 +2,239	+3%	+$101K	2.51%	9
2026 Q1	$3.33M	Buy	72,482 +750	+1%	+$33.6K	2.72%	6
2025 Q4	$3.06M	Buy	71,732 +5,530	+8%	+$245K	2.45%	10
2025 Q3	$2.89M	Buy	66,202 +58,444	+753%	+$2.47M	2.33%	8
2025 Q2	$317K	Buy	+7,758	New	+$309K	0.28%	73

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

Lakeshore Capital Group's XLU Position: Q2 2026 in Review

Lakeshore Capital Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q2 2026, buying an estimated $101K and bringing the position to 74,721 shares worth $3.39M. The position accounts for 2.51% of the portfolio, ranked #9.

Lakeshore Capital Group first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lakeshore Capital Group held 74,721 shares of State Street Utilities Select Sector SPDR ETF worth $3.39M as of Q2 2026.
Lakeshore Capital Group bought 2,239 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Utilities Select Sector SPDR ETF made up 2.51% of Lakeshore Capital Group's portfolio in Q2 2026, its #9 holding.
Lakeshore Capital Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.