NovaPoint Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$647K Buy
14,263
+156
+1% +$7.07K 0.13% 94
2026
Q1
$647K Buy
14,107
+3,572
+34% +$160K 0.16% 73
2025
Q4
$450K Buy
10,535
+3
+0% +$133 0.12% 75
2025
Q3
$459K Buy
+10,532
New +$446K 0.11% 98
2025
Q2
Sell
-11,326
Closed -$447K 134
2025
Q1
$447K Buy
11,326
+4
+0% +$156 0.14% 95
2024
Q4
$428K Sell
11,322
-30
-0.3% -$1.19K 0.13% 94
2024
Q3
$458K Buy
11,352
+4
+0% +$148 0.14% 93
2024
Q2
$387K Sell
11,348
-86
-0.8% -$2.95K 0.13% 100
2024
Q1
$375K Buy
11,434
+4
+0% +$125 0.13% 99
2023
Q4
$362K Buy
+11,430
New +$349K 0.13% 96

Other funds holding XLU

NovaPoint Capital's XLU Position: Q2 2026 in Review

NovaPoint Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, buying an estimated $7.07K and bringing the position to 14,263 shares worth $647K. The position accounts for 0.13% of the portfolio, ranked #94.

NovaPoint Capital first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $647K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • NovaPoint Capital held 14,263 shares of State Street Utilities Select Sector SPDR ETF worth $647K as of Q2 2026.
  • NovaPoint Capital bought 156 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.07K.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of NovaPoint Capital's portfolio in Q2 2026, its #94 holding.
  • NovaPoint Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • NovaPoint Capital's State Street Utilities Select Sector SPDR ETF position peaked at $647K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.