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Mountain Hill Investment Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mountain Hill Investment Partners’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 		$8.1K Buy
179
+2
+1% +$91 ﹤0.01% 109
2026
Q1 		$8.14K Sell
177
-134,979
-100% -$6.06M ﹤0.01% 108
2025
Q4 		$5.77M Buy
135,156
+182
+0.1% +$8.06K 4.13% 14
2025
Q3 		$5.89M Sell
134,974
-200
-0.1% -$8.46K 5.16% 7
2025
Q2 		$5.52M Sell
135,174
-998
-0.7% -$39.8K 4.63% 10
2025
Q1 		$5.37M Buy
136,172
+2,200
+2% +$86K 5.24% 9
2024
Q4 		$5.07M Buy
+133,972
New +$5.32M 5.16% 7

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
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
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 $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Mountain Hill Investment Partners's XLU Position: Q2 2026 in Review

Mountain Hill Investment Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, buying an estimated $91 and bringing the position to 179 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Mountain Hill Investment Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.89M in Q3 2025. 607 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Mountain Hill Investment Partners held 179 shares of State Street Utilities Select Sector SPDR ETF worth $8.1K as of Q2 2026.
  • Mountain Hill Investment Partners bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #109 holding.
  • Mountain Hill Investment Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Mountain Hill Investment Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.89M in Q3 2025.
  • 607 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.