Parkside Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Parkside Investments’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	$1.36M	Sell	30,000 -1,000	-3%	-$45.3K	0.15%	59
2026 Q1	$1.42M	Buy	31,000 +1,000	+3%	+$44.9K	0.17%	58
2025 Q4	$1.28M	Sell	30,000 -10,000	-25%	-$443K	0.16%	63
2025 Q3	$1.74M	Sell	40,000 -20,000	-33%	-$846K	0.22%	56
2025 Q2	$2.45M	Buy	60,000 +26,000	+76%	+$1.04M	0.33%	52
2025 Q1	$1.34M	Sell	34,000 -2,000	-6%	-$78.1K	0.2%	58
2024 Q4	$1.36M	Sell	36,000 -14,000	-28%	-$556K	0.2%	55
2024 Q3	$2.02M	Sell	50,000 -10,000	-17%	-$371K	0.3%	51
2024 Q2	$2.04M	Buy	60,000 +18,400	+44%	+$632K	0.32%	53
2024 Q1	$1.37M	Buy	41,600 +6,000	+17%	+$187K	0.22%	57
2023 Q4	$1.13M	Buy	35,600 +6,000	+20%	+$183K	0.19%	60
2023 Q3	$872K	Buy	29,600 +1,600	+6%	+$51.6K	0.16%	63
2023 Q2	$916K	Buy	+28,000	New	+$943K	0.17%	61
2022 Q3	–	Sell	-60,000	Closed	-$2.1M	–	93
2022 Q2	$2.1M	Hold	60,000	–	–	0.44%	51
2022 Q1	$2.23M	Buy	+60,000	New	+$2.08M	0.44%	50
2021 Q3	–	Sell	-185,510	Closed	-$5.86M	–	95
2021 Q2	$5.86M	Sell	185,510 -11,550	-6%	-$378K	1.13%	34
2021 Q1	$6.31M	Buy	197,060 +22,400	+13%	+$695K	1.31%	29
2020 Q4	$5.47M	Buy	174,660 +13,960	+9%	+$442K	1.22%	32
2020 Q3	$4.77M	Buy	160,700 +6,050	+4%	+$180K	1.25%	32
2020 Q2	$4.36M	Buy	+154,650	New	+$4.46M	1.15%	29
2019 Q3	–	Sell	-16,000	Closed	-$477K	–	110
2019 Q2	$477K	Buy	16,000 +8,000	+100%	+$235K	0.12%	89
2019 Q1	$232K	Sell	8,000 -14,000	-64%	-$389K	0.06%	106
2018 Q4	$582K	Buy	+22,000	New	+$598K	0.25%	79

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Parkside Investments's XLU Position: Q2 2026 in Review

Parkside Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q2 2026, selling an estimated $45.3K and leaving 30,000 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #59.

Parkside Investments first reported a position in XLU in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.31M in Q1 2021. 572 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Parkside Investments held 30,000 shares of State Street Utilities Select Sector SPDR ETF worth $1.36M as of Q2 2026.
Parkside Investments sold 1,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45.3K.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Parkside Investments's portfolio in Q2 2026, its #59 holding.
Parkside Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
Parkside Investments's State Street Utilities Select Sector SPDR ETF position peaked at $6.31M in Q1 2021.
572 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.