Midway Capital Research & Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Midway Capital Research & Management’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	$36.3K	Hold	800	–	–	0.03%	80
2026 Q1	$36.7K	Buy	+800	New	+$35.9K	0.03%	77

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

Midway Capital Research & Management's XLU Position: Q2 2026 in Review

Midway Capital Research & Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 800 shares worth $36.3K. The position accounts for 0.03% of the portfolio, ranked #80.

Midway Capital Research & Management first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $36.7K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Midway Capital Research & Management held 800 shares of State Street Utilities Select Sector SPDR ETF worth $36.3K as of Q2 2026.
Midway Capital Research & Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Midway Capital Research & Management's portfolio in Q2 2026, its #80 holding.
Midway Capital Research & Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Midway Capital Research & Management's State Street Utilities Select Sector SPDR ETF position peaked at $36.7K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.