Core Capital Management & Research, inc.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Core Capital Management & Research, inc.’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	$51.1K	Buy	+1,194	New	+$54.1K	0.03%	119

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

Core Capital Management & Research, inc.'s XLU Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 1,194 shares worth $51.1K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings.

1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Core Capital Management & Research, inc. held 1,194 shares of State Street Utilities Select Sector SPDR ETF worth $51.1K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #119 holding.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.