Prudent Investors Network’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
$604K Sell
13,311
-11,867
-47% -$537K 0.12% 40
2026
Q1
$1.16M Sell
25,178
-157,746
-86% -$7.08M 0.25% 25
2025
Q4
$7.81M Sell
182,924
-14,178
-7% -$628K 1.79% 17
2025
Q3
$8.59M Buy
197,102
+5,168
+3% +$219K 2.11% 18
2025
Q2
$7.84M Sell
191,934
-706
-0.4% -$28.1K 2.11% 18
2025
Q1
$7.59M Sell
192,640
-122,178
-39% -$4.77M 2.16% 18
2024
Q4
$11.9M Buy
314,818
+11,406
+4% +$453K 3.49% 14
2024
Q3
$12.3M Buy
303,412
+35,642
+13% +$1.32M 3.76% 13
2024
Q2
$9.12M Buy
267,770
+7,472
+3% +$257K 3.3% 15
2024
Q1
$8.54M Buy
+260,298
New +$8.13M 3.22% 15
2023
Q3
$4.74M Buy
160,732
+24,592
+18% +$793K 2.22% 16
2023
Q2
$4.45M Sell
136,140
-5,976
-4% -$201K 2.1% 16
2023
Q1
$4.81M Sell
142,116
-153,596
-52% -$5.21M 2.28% 16
2022
Q4
$10.4M Buy
+295,712
New +$10.1M 4.92% 10

Other funds holding XLU

Prudent Investors Network's XLU Position: Q2 2026 in Review

Prudent Investors Network reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 47% in Q2 2026, selling an estimated $537K and leaving 13,311 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #40.

Prudent Investors Network first reported a position in XLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q3 2024. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Prudent Investors Network held 13,311 shares of State Street Utilities Select Sector SPDR ETF worth $604K as of Q2 2026.
  • Prudent Investors Network sold 11,867 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $537K.
  • State Street Utilities Select Sector SPDR ETF made up 0.12% of Prudent Investors Network's portfolio in Q2 2026, its #40 holding.
  • Prudent Investors Network first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Prudent Investors Network's State Street Utilities Select Sector SPDR ETF position peaked at $12.3M in Q3 2024.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.