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

Luminist Capital’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	$28.7K	Sell	634 -18,954	-97%	-$858K	0.03%	125
2026 Q1	$899K	Buy	19,588 +425	+2%	+$19.1K	1.19%	17
2025 Q4	$818K	Sell	19,163 -683	-3%	-$30.2K	1.01%	23
2025 Q3	$874K	Sell	19,846 -82	-0.4%	-$3.47K	0.75%	29
2025 Q2	$816K	Buy	19,928 +18,064	+969%	+$720K	0.81%	25
2025 Q1	$73.7K	Sell	1,864 -12,072	-87%	-$472K	0.08%	55
2024 Q4	$527K	Buy	+13,936	New	+$553K	0.92%	17

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

Luminist Capital's XLU Position: Q2 2026 in Review

Luminist Capital reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 97% in Q2 2026, selling an estimated $858K and leaving 634 shares worth $28.7K. The position accounts for 0.03% of the portfolio, ranked #125.

Luminist Capital first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $899K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Luminist Capital held 634 shares of State Street Utilities Select Sector SPDR ETF worth $28.7K as of Q2 2026.
Luminist Capital sold 18,954 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $858K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Luminist Capital's portfolio in Q2 2026, its #125 holding.
Luminist Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Luminist Capital's State Street Utilities Select Sector SPDR ETF position peaked at $899K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.