LCM Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LCM Capital Management’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 Q1	$3.38M	Buy	73,744 +278	+0.4%	+$12.5K	1.7%	13
2025 Q4	$3.14M	Sell	73,466 -1,790	-2%	-$79.3K	1.52%	14
2025 Q3	$3.28M	Buy	75,256 +72	+0.1%	+$3.05K	1.57%	14
2025 Q2	$3.07M	Buy	75,184 +354	+0.5%	+$14.1K	1.6%	13
2025 Q1	$2.95M	Buy	74,830 +424	+0.6%	+$16.6K	1.73%	11
2024 Q4	$2.82M	Buy	74,406 +120	+0.2%	+$4.76K	1.59%	11
2024 Q3	$3M	Buy	74,286 +1,722	+2%	+$63.9K	1.73%	12
2024 Q2	$2.47M	Buy	72,564 +540	+0.7%	+$18.5K	1.54%	12
2024 Q1	$2.36M	Buy	72,024 +110	+0.2%	+$3.43K	1.53%	12
2023 Q4	$2.28M	Buy	71,914 +68	+0.1%	+$2.08K	1.65%	11
2023 Q3	$2.12M	Buy	71,846 +1,710	+2%	+$55.1K	1.73%	11
2023 Q2	$2.29M	Buy	70,136 +152	+0.2%	+$5.12K	1.86%	9
2023 Q1	$2.37M	Buy	69,984 +2,100	+3%	+$71.2K	2.07%	8
2022 Q4	$2.39M	Buy	67,884 +14	+0%	+$476	2.33%	8
2022 Q3	$2.22M	Buy	67,870 +108	+0.2%	+$3.96K	2.35%	8
2022 Q2	$2.38M	Buy	67,762 +160	+0.2%	+$5.79K	2.34%	8
2022 Q1	$2.52M	Buy	67,602 +292	+0.4%	+$10.1K	2.03%	9
2021 Q4	$2.41M	Buy	67,310 +2,772	+4%	+$93.5K	1.86%	9
2021 Q3	$2.06M	Buy	64,538 +2,926	+5%	+$97.8K	1.74%	9
2021 Q2	$1.95M	Buy	61,612 +4,964	+9%	+$162K	1.62%	9
2021 Q1	$1.81M	Buy	56,648 +8,382	+17%	+$260K	1.62%	9
2020 Q4	$1.51M	Buy	+48,266	New	+$1.53M	1.44%	10

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LCM Capital Management's XLU Position: Q1 2026 in Review

LCM Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.38% in Q1 2026, buying an estimated $12.5K and bringing the position to 73,744 shares worth $3.38M. The position accounts for 1.7% of the portfolio, ranked #13.

LCM Capital Management first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

LCM Capital Management held 73,744 shares of State Street Utilities Select Sector SPDR ETF worth $3.38M as of Q1 2026.
LCM Capital Management bought 278 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $12.5K.
State Street Utilities Select Sector SPDR ETF made up 1.7% of LCM Capital Management's portfolio in Q1 2026, its #13 holding.
LCM Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.