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

Parsons 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 Q2	$1.39M	Buy	30,728 +12,596	+69%	+$570K	0.06%	246
2026 Q1	$832K	Buy	+18,132	New	+$813K	0.04%	298
2015 Q2	–	Sell	-4,350	Closed	-$97K	–	537
2015 Q1	$97K	Buy	+4,350	New	+$100K	0.01%	391

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 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

Parsons Capital Management's XLU Position: Q2 2026 in Review

Parsons Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 69% in Q2 2026, buying an estimated $570K and bringing the position to 30,728 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #246.

Parsons Capital Management first reported a position in XLU in Q1 2015 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Parsons Capital Management held 30,728 shares of State Street Utilities Select Sector SPDR ETF worth $1.39M as of Q2 2026.
Parsons Capital Management bought 12,596 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $570K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Parsons Capital Management's portfolio in Q2 2026, its #246 holding.
Parsons Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 3 quarters since.
1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.