Raleigh Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Raleigh Capital 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	$32	Hold	1	–	–	﹤0.01%	529
2026 Q1	$32	Hold	1	–	–	﹤0.01%	696
2025 Q4	$29	Sell	1 -1	-50%	-$44	﹤0.01%	510
2025 Q3	$117	Hold	2	–	–	﹤0.01%	426
2025 Q2	$109	Hold	2	–	–	﹤0.01%	594
2025 Q1	$104	Sell	2 -37,156	-100%	-$1.45M	﹤0.01%	536
2024 Q4	$1.41M	Sell	37,158 -4,538	-11%	-$180K	0.54%	56
2024 Q3	$1.68M	Buy	41,696 +41,664	+130,200%	+$1.55M	0.65%	40
2024 Q2	$1.07K	Sell	32 -206	-87%	-$7.08K	﹤0.01%	848
2024 Q1	$7.79K	Buy	238 +138	+138%	+$4.31K	﹤0.01%	591
2023 Q4	$3.17K	Hold	100	–	–	﹤0.01%	816
2023 Q3	$2.92K	Buy	100 +2	+2%	+$64	﹤0.01%	750
2023 Q2	$3.22K	Sell	98 -598	-86%	-$20.1K	﹤0.01%	698
2023 Q1	$23.6K	Buy	696 +500	+255%	+$16.9K	0.01%	344
2022 Q4	$6.94K	Hold	196	–	–	﹤0.01%	503
2022 Q3	$6K	Buy	196 +2	+1%	+$73	﹤0.01%	466
2022 Q2	$7K	Sell	194 -30	-13%	-$1.09K	﹤0.01%	408
2022 Q1	$8K	Buy	224 +2	+0.9%	+$69	﹤0.01%	417
2021 Q4	$8K	Buy	+222	New	+$7.49K	0.01%	208

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

Raleigh Capital Management's XLU Position: Q2 2026 in Review

Raleigh Capital Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Raleigh Capital Management first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q3 2024. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Raleigh Capital Management held 1 share of State Street Utilities Select Sector SPDR ETF worth $32 as of Q2 2026.
Raleigh Capital Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #529 holding.
Raleigh Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.68M in Q3 2024.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.