Madison Park Capital Advisors’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
$7.98M Buy
176,015
+7,514
+4% +$340K 5.69% 4
2026
Q1
$7.73M Buy
168,501
+97,393
+137% +$4.37M 6.08% 4
2025
Q4
$3.04M Buy
71,108
+144
+0.2% +$6.38K 2.46% 15
2025
Q3
$3.09M Sell
70,964
-79,892
-53% -$3.38M 2.54% 14
2025
Q2
$6.16M Buy
150,856
+382
+0.3% +$15.2K 5.18% 6
2025
Q1
$5.93M Buy
150,474
+4,410
+3% +$172K 5.2% 7
2024
Q4
$5.53M Buy
+146,064
New +$5.8M 4.41% 10
2024
Q2
Sell
-199,102
Closed -$6.54M 82
2024
Q1
$6.54M Buy
199,102
+7,446
+4% +$232K 5.7% 5
2023
Q4
$6.07M Buy
+191,656
New +$5.86M 5.85% 4

Other funds holding XLU

Madison Park Capital Advisors's XLU Position: Q2 2026 in Review

Madison Park Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $340K and bringing the position to 176,015 shares worth $7.98M. The position accounts for 5.69% of the portfolio, ranked #4.

Madison Park Capital Advisors first reported a position in XLU in Q4 2023 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Madison Park Capital Advisors held 176,015 shares of State Street Utilities Select Sector SPDR ETF worth $7.98M as of Q2 2026.
  • Madison Park Capital Advisors bought 7,514 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $340K.
  • State Street Utilities Select Sector SPDR ETF made up 5.69% of Madison Park Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Madison Park Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.