Ranch Capital Advisors’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
$3.81M Buy
84,141
+3,889
+5% +$176K 1.21% 29
2026
Q1
$3.68M Buy
80,252
+1,236
+2% +$55.5K 1.33% 23
2025
Q4
$3.37M Buy
79,016
+1,510
+2% +$66.9K 1.24% 24
2025
Q3
$3.38M Buy
77,506
+1,748
+2% +$73.9K 1.31% 22
2025
Q2
$3.09M Buy
75,758
+7,416
+11% +$295K 1.34% 21
2025
Q1
$2.69M Buy
68,342
+14,770
+28% +$577K 1.28% 23
2024
Q4
$2.03M Buy
53,572
+3,280
+7% +$130K 0.96% 29
2024
Q3
$2.03M Buy
50,292
+9,390
+23% +$348K 0.96% 29
2024
Q2
$1.39M Buy
40,902
+660
+2% +$22.7K 0.73% 41
2024
Q1
$1.32M Buy
40,242
+1,344
+3% +$42K 0.71% 43
2023
Q4
$1.23M Buy
+38,898
New +$1.19M 0.77% 42

Other funds holding XLU

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

Ranch Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.8% in Q2 2026, buying an estimated $176K and bringing the position to 84,141 shares worth $3.81M. The position accounts for 1.21% of the portfolio, ranked #29.

Ranch Capital Advisors first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Ranch Capital Advisors held 84,141 shares of State Street Utilities Select Sector SPDR ETF worth $3.81M as of Q2 2026.
  • Ranch Capital Advisors bought 3,889 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $176K.
  • State Street Utilities Select Sector SPDR ETF made up 1.21% of Ranch Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Ranch Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.