Peddock Capital Advisors’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
$3.53M Buy
77,789
+1,471
+2% +$66.6K 0.7% 36
2026
Q1
$3.5M Buy
76,318
+5,138
+7% +$231K 0.77% 32
2025
Q4
$3.04M Buy
71,180
+22,658
+47% +$1M 0.64% 39
2025
Q3
$2.12M Buy
48,522
+8,840
+22% +$374K 0.46% 52
2025
Q2
$1.62M Buy
+39,682
New +$1.58M 0.37% 58

Other funds holding XLU

Peddock Capital Advisors's XLU Position: Q2 2026 in Review

Peddock Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.9% in Q2 2026, buying an estimated $66.6K and bringing the position to 77,789 shares worth $3.53M. The position accounts for 0.7% of the portfolio, ranked #36.

Peddock Capital Advisors first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Peddock Capital Advisors held 77,789 shares of State Street Utilities Select Sector SPDR ETF worth $3.53M as of Q2 2026.
  • Peddock Capital Advisors bought 1,471 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $66.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.7% of Peddock Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Peddock Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.