Rational 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
$41.1M Sell
905,679
-17,484
-2% -$792K 3.77% 8
2026
Q1
$42.4M Sell
923,163
-44,520
-5% -$2M 4.32% 7
2025
Q4
$41.3M Sell
967,683
-114,047
-11% -$5.05M 4.23% 7
2025
Q3
$47.2M Buy
1,081,730
+60,128
+6% +$2.54M 4.69% 6
2025
Q2
$41.7M Buy
1,021,602
+126,702
+14% +$5.05M 4.13% 8
2025
Q1
$35.3M Sell
894,900
-156,168
-15% -$6.1M 3.56% 10
2024
Q4
$39.8M Buy
1,051,068
+277,548
+36% +$11M 3.89% 9
2024
Q3
$31.2M Buy
773,520
+235,184
+44% +$8.72M 3.01% 12
2024
Q2
$18.3M Buy
538,336
+371,660
+223% +$12.8M 1.79% 16
2024
Q1
$5.47M Buy
+166,676
New +$5.2M 0.51% 28
2023
Q1
Sell
-2,062,714
Closed -$72.7M 304
2022
Q4
$72.7M Sell
2,062,714
-122,714
-6% -$4.17M 6.03% 5
2022
Q3
$71.6M Buy
2,185,428
+245,896
+13% +$9.01M 5.65% 6
2022
Q2
$68M Sell
1,939,532
-225,236
-10% -$8.15M 4.89% 8
2022
Q1
$80.6M Buy
+2,164,768
New +$75M 4.77% 9
2019
Q4
Sell
-94,970
Closed -$3.07M 584
2019
Q3
$3.07M Buy
+94,970
New +$2.93M 1.19% 13
2013
Q4
$395K Hold
20,800
0.03% 383
2013
Q3
$389K Buy
20,800
+8,000
+63% +$152K 0.03% 416
2013
Q2
$241K Buy
+12,800
New +$251K 0.02% 479

Other funds holding XLU

Rational Advisors's XLU Position: Q2 2026 in Review

Rational Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.9% in Q2 2026, selling an estimated $792K and leaving 905,679 shares worth $41.1M. The position accounts for 3.77% of the portfolio, ranked #8.

Rational Advisors first reported a position in XLU in Q2 2013 and has held it in 18 quarters since. The position peaked at $80.6M in Q1 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Rational Advisors held 905,679 shares of State Street Utilities Select Sector SPDR ETF worth $41.1M as of Q2 2026.
  • Rational Advisors sold 17,484 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $792K.
  • State Street Utilities Select Sector SPDR ETF made up 3.77% of Rational Advisors's portfolio in Q2 2026, its #8 holding.
  • Rational Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
  • Rational Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $80.6M in Q1 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.