Thompson David Blair’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
$402K Sell
8,858
-61
-0.7% -$2.76K 0.2% 138
2026
Q1
$409K Buy
8,919
+125
+1% +$5.61K 0.23% 108
2025
Q4
$375K Buy
+8,794
New +$389K 0.21% 112

Other funds holding XLU

Thompson David Blair's XLU Position: Q2 2026 in Review

Thompson David Blair reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.68% in Q2 2026, selling an estimated $2.76K and leaving 8,858 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #138.

Thompson David Blair first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $409K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Thompson David Blair held 8,858 shares of State Street Utilities Select Sector SPDR ETF worth $402K as of Q2 2026.
  • Thompson David Blair sold 61 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.76K.
  • State Street Utilities Select Sector SPDR ETF made up 0.2% of Thompson David Blair's portfolio in Q2 2026, its #138 holding.
  • Thompson David Blair first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Thompson David Blair's State Street Utilities Select Sector SPDR ETF position peaked at $409K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.