May Barnhard Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

May Barnhard Investments’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	$1.08M	Buy	23,725 +125	+0.5%	+$5.66K	0.44%	43
2026 Q1	$1.08M	Sell	23,600 -125	-0.5%	-$5.61K	0.53%	40
2025 Q4	$1.01M	Buy	23,725 +1	+0%	+$44	0.48%	40
2025 Q3	$1.03M	Sell	23,724 -26	-0.1%	-$1.1K	0.48%	40
2025 Q2	$970K	Buy	23,750 +2	+0%	+$80	0.45%	43
2025 Q1	$936K	Buy	23,748 +2	+0%	+$78	0.47%	44
2024 Q4	$899K	Buy	23,746 +124	+0.5%	+$4.92K	0.43%	46
2024 Q3	$954K	Buy	23,622 +134	+0.6%	+$4.97K	0.47%	44
2024 Q2	$800K	Hold	23,488	–	–	0.41%	45
2024 Q1	$771K	Sell	23,488 -106	-0.4%	-$3.31K	0.39%	46
2023 Q4	$747K	Buy	+23,594	New	+$721K	0.38%	44

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

May Barnhard Investments's XLU Position: Q2 2026 in Review

May Barnhard Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.53% in Q2 2026, buying an estimated $5.66K and bringing the position to 23,725 shares worth $1.08M. The position accounts for 0.44% of the portfolio, ranked #43.

May Barnhard Investments first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

May Barnhard Investments held 23,725 shares of State Street Utilities Select Sector SPDR ETF worth $1.08M as of Q2 2026.
May Barnhard Investments bought 125 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.66K.
State Street Utilities Select Sector SPDR ETF made up 0.44% of May Barnhard Investments's portfolio in Q2 2026, its #43 holding.
May Barnhard Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q1 2026.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.