Rinkey Investments’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
$679K Sell
14,975
-1,215
-8% -$55K 0.16% 67
2026
Q1
$743K Buy
+16,190
New +$726K 0.19% 61
2022
Q1
Sell
-3,250
Closed -$113K 266
2021
Q4
$113K Buy
+3,250
New +$110K 0.1% 48

Other funds holding XLU

Rinkey Investments's XLU Position: Q2 2026 in Review

Rinkey Investments reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.5% in Q2 2026, selling an estimated $55K and leaving 14,975 shares worth $679K. The position accounts for 0.16% of the portfolio, ranked #67.

Rinkey Investments first reported a position in XLU in Q4 2021 and has held it in 3 quarters since. The position peaked at $743K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Rinkey Investments held 14,975 shares of State Street Utilities Select Sector SPDR ETF worth $679K as of Q2 2026.
  • Rinkey Investments sold 1,215 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $55K.
  • State Street Utilities Select Sector SPDR ETF made up 0.16% of Rinkey Investments's portfolio in Q2 2026, its #67 holding.
  • Rinkey Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Rinkey Investments's State Street Utilities Select Sector SPDR ETF position peaked at $743K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.