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

Objective 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 Q1	$809K	Sell	17,632 -2,086	-11%	-$93.6K	0.82%	39
2025 Q4	$842K	Buy	19,718 +36	+0.2%	+$1.59K	0.86%	33
2025 Q3	$858K	Buy	19,682 +56	+0.3%	+$2.37K	0.89%	30
2025 Q2	$801K	Buy	19,626 +58	+0.3%	+$2.31K	0.9%	30
2025 Q1	$771K	Buy	19,568 +60	+0.3%	+$2.34K	0.98%	29
2024 Q4	$738K	Buy	19,508 +68	+0.3%	+$2.7K	0.49%	49
2024 Q3	$785K	Buy	+19,440	New	+$721K	0.46%	50
2024 Q1	$628K	Buy	19,124 +2,442	+15%	+$76.2K	0.42%	53
2023 Q4	$528K	Buy	16,682 +1,076	+7%	+$32.9K	0.4%	55
2023 Q3	$460K	Buy	15,606 +2,828	+22%	+$91.2K	0.41%	56
2023 Q2	$418K	Sell	12,778 -42	-0.3%	-$1.41K	0.37%	61
2023 Q1	$434K	Sell	12,820 -1,562	-11%	-$52.9K	0.4%	55
2022 Q4	$507K	Sell	14,382 -878	-6%	-$29.8K	0.5%	48
2022 Q3	$500K	Buy	15,260 +20	+0.1%	+$733	0.53%	50
2022 Q2	$534K	Buy	15,240 +20	+0.1%	+$724	0.54%	48
2022 Q1	$567K	Buy	15,220 +20	+0.1%	+$693	0.44%	54
2021 Q4	$544K	Buy	+15,200	New	+$513K	0.38%	56

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Objective Capital Management's XLU Position: Q1 2026 in Review

Objective Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q1 2026, selling an estimated $93.6K and leaving 17,632 shares worth $809K. The position accounts for 0.82% of the portfolio, ranked #39.

Objective Capital Management first reported a position in XLU in Q4 2021 and has held it in 17 quarters since. The position peaked at $858K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Objective Capital Management held 17,632 shares of State Street Utilities Select Sector SPDR ETF worth $809K as of Q1 2026.
Objective Capital Management sold 2,086 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $93.6K.
State Street Utilities Select Sector SPDR ETF made up 0.82% of Objective Capital Management's portfolio in Q1 2026, its #39 holding.
Objective Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Objective Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $858K in Q3 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.