Moisand Fitzgerald Tamayo’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moisand Fitzgerald Tamayo’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	$131K	Hold	2,894	–	–	0.01%	145
2026 Q1	$133K	Hold	2,894	–	–	0.01%	132
2025 Q4	$124K	Hold	2,894	–	–	0.01%	137
2025 Q3	$126K	Sell	2,894 -22	-0.8%	-$931	0.01%	141
2025 Q2	$119K	Hold	2,916	–	–	0.02%	142
2025 Q1	$115K	Buy	2,916 +610	+26%	+$23.8K	0.02%	137
2024 Q4	$87.3K	Hold	2,306	–	–	0.01%	148
2024 Q3	$93.1K	Hold	2,306	–	–	0.01%	151
2024 Q2	$78.6K	Hold	2,306	–	–	0.01%	145
2024 Q1	$75.7K	Hold	2,306	–	–	0.01%	151
2023 Q4	$73K	Hold	2,306	–	–	0.01%	150
2023 Q3	$67.9K	Hold	2,306	–	–	0.01%	156
2023 Q2	$75.5K	Hold	2,306	–	–	0.02%	144
2023 Q1	$78K	Hold	2,306	–	–	0.02%	145
2022 Q4	$81.3K	Hold	2,306	–	–	0.02%	137
2022 Q3	$76K	Hold	2,306	–	–	0.02%	133
2022 Q2	$81K	Buy	+2,306	New	+$83.5K	0.02%	133

Other funds holding XLU

FMI

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Moisand Fitzgerald Tamayo's XLU Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,894 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #145.

Moisand Fitzgerald Tamayo first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $133K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,894 shares of State Street Utilities Select Sector SPDR ETF worth $131K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #145 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's State Street Utilities Select Sector SPDR ETF position peaked at $133K in Q1 2026.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.