Purkiss Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Purkiss Capital Advisors’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	$216K	Sell	4,765 -67	-1%	-$3.04K	0.08%	178
2026 Q1	$222K	Sell	4,832 -4,292	-47%	-$193K	0.1%	154
2025 Q4	$390K	Buy	9,124 +186	+2%	+$8.24K	0.18%	101
2025 Q3	$390K	Buy	8,938 +1,148	+15%	+$48.6K	0.19%	101
2025 Q2	$318K	Buy	+7,790	New	+$310K	0.18%	101

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Purkiss Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q2 2026, selling an estimated $3.04K and leaving 4,765 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #178.

Purkiss Capital Advisors first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $390K in Q3 2025. 704 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Purkiss Capital Advisors held 4,765 shares of State Street Utilities Select Sector SPDR ETF worth $216K as of Q2 2026.
Purkiss Capital Advisors sold 67 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.04K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Purkiss Capital Advisors's portfolio in Q2 2026, its #178 holding.
Purkiss 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.
Purkiss Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $390K in Q3 2025.
704 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.