LCM 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
$3.39M Buy
74,662
+918
+1% +$41.6K 1.47% 14
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

LCM Capital Management's XLU Position: Q2 2026 in Review

LCM Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, buying an estimated $41.6K and bringing the position to 74,662 shares worth $3.39M. The position accounts for 1.47% of the portfolio, ranked #14.

LCM Capital Management first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • LCM Capital Management held 74,662 shares of State Street Utilities Select Sector SPDR ETF worth $3.39M as of Q2 2026.
  • LCM Capital Management bought 918 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $41.6K.
  • State Street Utilities Select Sector SPDR ETF made up 1.47% of LCM Capital Management's portfolio in Q2 2026, its #14 holding.
  • LCM Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.