MontVue Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MontVue Capital Management's XLU Position: Q2 2026 in Review
MontVue Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.28% in Q2 2026, buying an estimated $2.17K and bringing the position to 17,100 shares worth $775K. The position accounts for 0.45% of the portfolio, ranked #32.
MontVue Capital Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $783K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- MontVue Capital Management held 17,100 shares of State Street Utilities Select Sector SPDR ETF worth $775K as of Q2 2026.
- MontVue Capital Management bought 48 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.17K.
- State Street Utilities Select Sector SPDR ETF made up 0.45% of MontVue Capital Management's portfolio in Q2 2026, its #32 holding.
- MontVue Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- MontVue Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $783K in Q1 2026.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.