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

MATAURO’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 Q3	$18.1M	Buy	458,203 +33,522	+8%	+$1.46M	2.22%	11
2026 Q2	$19.3M	Buy	424,681 +45,689	+12%	+$2.07M	2.55%	11
2026 Q1	$17.4M	Buy	378,992 +27,781	+8%	+$1.25M	2.51%	11
2025 Q4	$15M	Buy	351,211 +25,381	+8%	+$1.12M	2.26%	13
2025 Q3	$14.2M	Buy	325,830 +96,034	+42%	+$4.06M	2.26%	13
2025 Q2	$9.38M	Sell	229,796 -129,156	-36%	-$5.15M	1.76%	14
2025 Q1	$14.2M	Buy	358,952 +36,800	+11%	+$1.44M	2.87%	10
2024 Q4	$12.2M	Buy	+322,152	New	+$12.8M	2.64%	13

Other funds holding XLU

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MATAURO's XLU Position: Q3 2026 in Review

MATAURO increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.9% in Q3 2026, buying an estimated $1.46M and bringing the position to 458,203 shares worth $18.1M. The position accounts for 2.22% of the portfolio, ranked #11.

MATAURO first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.3M in Q2 2026. 742 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

MATAURO held 458,203 shares of State Street Utilities Select Sector SPDR ETF worth $18.1M as of Q3 2026.
MATAURO bought 33,522 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.46M.
State Street Utilities Select Sector SPDR ETF made up 2.22% of MATAURO's portfolio in Q3 2026, its #11 holding.
MATAURO first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
MATAURO's State Street Utilities Select Sector SPDR ETF position peaked at $19.3M in Q2 2026.
742 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.