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

Murphy & Mullick Capital 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	$409K	Buy	9,026 +311	+4%	+$14.1K	0.25%	87
2026 Q1	$400K	Buy	8,715 +2,305	+36%	+$103K	0.3%	79
2025 Q4	$274K	Buy	6,410 +1,882	+42%	+$83.3K	0.2%	112
2025 Q3	$201K	Sell	4,528 -40	-0.9%	-$1.69K	0.15%	134
2025 Q2	$190K	Buy	4,568 +14	+0.3%	+$558	0.15%	138
2025 Q1	$180K	Buy	4,554 +442	+11%	+$17.3K	0.17%	121
2024 Q4	$156K	Buy	+4,112	New	+$163K	0.14%	141

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 22.9% 1-Year Est. Return

Murphy & Mullick Capital Management's XLU Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,026 shares worth $409K. The position accounts for 0.25% of the portfolio, ranked #87.

Murphy & Mullick Capital Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Murphy & Mullick Capital Management held 9,026 shares of State Street Utilities Select Sector SPDR ETF worth $409K as of Q2 2026.
Murphy & Mullick Capital Management bought 311 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $14.1K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #87 holding.
Murphy & Mullick Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.