Rational Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
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.