Proficio Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Proficio Capital Partners’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	$6.79M	Buy	149,835 +78,620	+110%	+$3.56M	0.24%	70
2026 Q1	$3.27M	Sell	71,215 -254,267	-78%	-$11.4M	0.17%	82
2025 Q4	$13.9M	Buy	325,482 +132,268	+68%	+$5.86M	0.98%	24
2025 Q3	$8.43M	Sell	193,214 -268,032	-58%	-$11.3M	0.58%	31
2025 Q2	$18.8M	Buy	+461,246	New	+$18.4M	1.17%	16
2023 Q4	–	Sell	-76,640	Closed	-$2.26M	–	327
2023 Q3	$2.26M	Sell	76,640 -320	-0.4%	-$10.3K	0.3%	52
2023 Q2	$2.52M	Buy	+76,960	New	+$2.59M	0.34%	48
2017 Q4	–	Sell	-16,372	Closed	-$434K	–	1328
2017 Q3	$434K	Hold	16,372	–	–	0.18%	84
2017 Q2	$440K	Sell	16,372 -11,540	-41%	-$303K	0.18%	89
2017 Q1	$739K	Hold	27,912	–	–	0.32%	74
2016 Q4	$678K	Sell	27,912 -890	-3%	-$21.3K	0.29%	77
2016 Q3	$706K	Hold	28,802	–	–	0.41%	72
2016 Q2	$746K	Sell	28,802 -1,010	-3%	-$24.9K	0.47%	63
2016 Q1	$740K	Buy	29,812 +27,912	+1,469%	+$644K	0.62%	49
2015 Q4	$41K	Buy	+1,900	New	+$41.2K	0.04%	141

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

Proficio Capital Partners's XLU Position: Q2 2026 in Review

Proficio Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 110% in Q2 2026, buying an estimated $3.56M and bringing the position to 149,835 shares worth $6.79M. The position accounts for 0.24% of the portfolio, ranked #70.

Proficio Capital Partners first reported a position in XLU in Q4 2015 and has held it in 15 quarters since. The position peaked at $18.8M in Q2 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Proficio Capital Partners held 149,835 shares of State Street Utilities Select Sector SPDR ETF worth $6.79M as of Q2 2026.
Proficio Capital Partners bought 78,620 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.56M.
State Street Utilities Select Sector SPDR ETF made up 0.24% of Proficio Capital Partners's portfolio in Q2 2026, its #70 holding.
Proficio Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 15 quarters since.
Proficio Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $18.8M in Q2 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.