Nalls Sherbakoff Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Nalls Sherbakoff Group’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	$544K	Sell	12,005 -3,370	-22%	-$153K	0.39%	48
2026 Q1	$706K	Buy	15,375 +241	+2%	+$10.8K	0.52%	41
2025 Q4	$646K	Buy	15,134 +8	+0.1%	+$354	0.47%	45
2025 Q3	$660K	Buy	15,126 +10	+0.1%	+$423	0.45%	48
2025 Q2	$617K	Buy	15,116 +8	+0.1%	+$319	0.45%	47
2025 Q1	$596K	Buy	+15,108	New	+$590K	0.48%	44
2023 Q4	$452K	Sell	14,274 -610	-4%	-$18.6K	0.4%	44
2023 Q3	$439K	Buy	14,884 +26	+0.2%	+$838	0.43%	41
2023 Q2	$482K	Hold	14,858	–	–	0.47%	41
2023 Q1	$499K	Buy	+14,858	New	+$504K	0.5%	40
2018 Q4	$459K	Buy	+17,340	New	+$471K	0.73%	29

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

Nalls Sherbakoff Group's XLU Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q2 2026, selling an estimated $153K and leaving 12,005 shares worth $544K. The position accounts for 0.39% of the portfolio, ranked #48.

Nalls Sherbakoff Group first reported a position in XLU in Q4 2018 and has held it in 11 quarters since. The position peaked at $706K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Nalls Sherbakoff Group held 12,005 shares of State Street Utilities Select Sector SPDR ETF worth $544K as of Q2 2026.
Nalls Sherbakoff Group sold 3,370 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $153K.
State Street Utilities Select Sector SPDR ETF made up 0.39% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #48 holding.
Nalls Sherbakoff Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's State Street Utilities Select Sector SPDR ETF position peaked at $706K in Q1 2026.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.