MCG
XLU icon

McCollum Christoferson Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McCollum Christoferson Group’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 		$2.29M Buy
50,465
+1,525
+3% +$69.1K 0.67% 39
2026
Q1 		$2.25M Buy
+48,940
New +$2.2M 0.67% 40

Other funds holding XLU

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

McCollum Christoferson Group's XLU Position: Q2 2026 in Review

McCollum Christoferson Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q2 2026, buying an estimated $69.1K and bringing the position to 50,465 shares worth $2.29M. The position accounts for 0.67% of the portfolio, ranked #39.

McCollum Christoferson Group first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • McCollum Christoferson Group held 50,465 shares of State Street Utilities Select Sector SPDR ETF worth $2.29M as of Q2 2026.
  • McCollum Christoferson Group bought 1,525 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $69.1K.
  • State Street Utilities Select Sector SPDR ETF made up 0.67% of McCollum Christoferson Group's portfolio in Q2 2026, its #39 holding.
  • McCollum Christoferson Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.