Novare Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Novare Capital Management's XLU Position: Q2 2026 in Review
Novare Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.3% in Q2 2026, buying an estimated $45.5K and bringing the position to 24,305 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #111.
Novare Capital Management first reported a position in XLU in Q1 2016 and has held it in 17 quarters since. The position peaked at $3.39M in Q2 2016. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Novare Capital Management held 24,305 shares of State Street Utilities Select Sector SPDR ETF worth $1.1M as of Q2 2026.
- Novare Capital Management bought 1,004 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45.5K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Novare Capital Management's portfolio in Q2 2026, its #111 holding.
- Novare Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 17 quarters since.
- Novare Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.39M in Q2 2016.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.