Princeton Global Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Princeton Global Asset 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	–	Sell	-24	Closed	-$1.1K	–	903
2026 Q1	$1.1K	Hold	24	–	–	﹤0.01%	791
2025 Q4	$1.02K	Buy	+24	New	+$1.06K	﹤0.01%	795
2023 Q2	–	Sell	-536	Closed	-$18.1K	–	600
2023 Q1	$18.1K	Hold	536	–	–	0.01%	356
2022 Q4	$19K	Hold	536	–	–	0.01%	334
2022 Q3	$18K	Buy	536 +4	+0.8%	+$147	0.01%	336
2022 Q2	$19K	Buy	532 +4	+0.8%	+$145	0.01%	338
2022 Q1	$20K	Buy	528 +4	+0.8%	+$139	0.01%	366
2021 Q4	$19K	Buy	524 +4	+0.8%	+$135	0.01%	346
2021 Q3	$17K	Buy	520 +4	+0.8%	+$134	0.01%	354
2021 Q2	$16K	Buy	516 +4	+0.8%	+$131	﹤0.01%	372
2021 Q1	$16K	Buy	512 +4	+0.8%	+$124	0.01%	348
2020 Q4	$16K	Buy	508 +4	+0.8%	+$127	0.01%	353
2020 Q3	$15K	Buy	504 +4	+0.8%	+$119	0.01%	326
2020 Q2	$14K	Hold	500	–	–	﹤0.01%	399
2020 Q1	$14K	Hold	500	–	–	0.01%	353
2019 Q4	$16K	Hold	500	–	–	0.01%	368
2019 Q3	$17K	Hold	500	–	–	0.01%	277
2019 Q2	$15K	Hold	500	–	–	0.01%	305
2019 Q1	$14K	Buy	+500	New	+$13.9K	0.01%	276

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Princeton Global Asset Management's XLU Position: Q2 2026 in Review

Princeton Global Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 24 shares — an estimated $1.1K sold.

Princeton Global Asset Management first reported a position in XLU in Q1 2019 and held it in 19 quarters. The position peaked at $20K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Princeton Global Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Princeton Global Asset Management sold 24 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1K.
Princeton Global Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and held it in 19 quarters.
Princeton Global Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $20K in Q1 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.