Sage Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sage Capital Advisors’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	$2.75M	Buy	60,730 +235	+0.4%	+$10.6K	0.57%	54
2026 Q1	$2.78M	Buy	60,495 +251	+0.4%	+$11.3K	0.64%	44
2025 Q4	$2.57M	Sell	60,244 -96	-0.2%	-$4.25K	0.61%	46
2025 Q3	$2.63M	Sell	60,340 -442	-0.7%	-$18.7K	0.63%	45
2025 Q2	$2.48M	Sell	60,782 -490	-0.8%	-$19.5K	0.61%	46
2025 Q1	$2.42M	Buy	61,272 +1,804	+3%	+$70.5K	0.63%	48
2024 Q4	$2.25M	Buy	59,468 +386	+0.7%	+$15.3K	0.59%	48
2024 Q3	$2.39M	Buy	59,082 +266	+0.5%	+$9.87K	0.62%	46
2024 Q2	$2M	Buy	58,816 +342	+0.6%	+$11.7K	0.58%	45
2024 Q1	$1.92M	Buy	58,474 +374	+0.6%	+$11.7K	0.56%	46
2023 Q4	$1.84M	Sell	58,100 -1,104	-2%	-$33.8K	0.59%	44
2023 Q3	$1.74M	Buy	59,204 +258	+0.4%	+$8.32K	0.64%	46
2023 Q2	$1.93M	Buy	58,946 +368	+0.6%	+$12.4K	0.68%	44
2023 Q1	$1.98M	Buy	58,578 +386	+0.7%	+$13.1K	0.76%	40
2022 Q4	$2.05M	Buy	58,192 +28,712	+97%	+$976K	0.91%	36
2022 Q3	$966K	Sell	29,480 -4,690	-14%	-$172K	0.49%	47
2022 Q2	$1.2M	Buy	34,170 +5,032	+17%	+$182K	0.57%	43
2022 Q1	$1.12M	Sell	29,138 -5,042	-15%	-$175K	0.46%	42
2021 Q4	$1.18M	Buy	34,180 +4,900	+17%	+$165K	0.45%	46
2021 Q3	$935K	Buy	29,280 +176	+0.6%	+$5.88K	0.4%	48
2021 Q2	$943K	Sell	29,104 -4,592	-14%	-$150K	0.38%	50
2021 Q1	$1.08M	Buy	33,696 +166	+0.5%	+$5.15K	0.48%	46
2020 Q4	$1.06M	Buy	33,530 +4,872	+17%	+$154K	0.52%	44
2020 Q3	$851K	Sell	28,658 -212	-0.7%	-$6.29K	0.52%	46
2020 Q2	$815K	Buy	28,870 +188	+0.7%	+$5.42K	0.52%	49
2020 Q1	$795K	Sell	28,682 -3,118	-10%	-$99.7K	0.65%	45
2019 Q4	$1.03M	Buy	31,800 +3,796	+14%	+$121K	0.65%	45
2019 Q3	$906K	Buy	28,004 +1,172	+4%	+$36.2K	0.68%	45
2019 Q2	$822K	Sell	26,832 -816	-3%	-$24K	0.57%	48
2019 Q1	$804K	Sell	27,648 -180	-0.6%	-$5K	0.52%	51
2018 Q4	$736K	Buy	27,828 +182	+0.7%	+$4.95K	0.56%	48
2018 Q3	$728K	Buy	27,646 +560	+2%	+$14.9K	0.46%	52
2018 Q2	$704K	Buy	27,086 +180	+0.7%	+$4.53K	0.49%	51
2018 Q1	$680K	Buy	26,906 +160	+0.6%	+$3.99K	0.48%	47
2017 Q4	$704K	Buy	26,746 +648	+2%	+$17.8K	0.46%	55
2017 Q3	$692K	Buy	+26,098	New	+$701K	0.49%	53

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Sage Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.39% in Q2 2026, buying an estimated $10.6K and bringing the position to 60,730 shares worth $2.75M. The position accounts for 0.57% of the portfolio, ranked #54.

Sage Capital Advisors first reported a position in XLU in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.78M in Q1 2026. 704 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sage Capital Advisors held 60,730 shares of State Street Utilities Select Sector SPDR ETF worth $2.75M as of Q2 2026.
Sage Capital Advisors bought 235 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
State Street Utilities Select Sector SPDR ETF made up 0.57% of Sage Capital Advisors's portfolio in Q2 2026, its #54 holding.
Sage Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
Sage Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.78M in Q1 2026.
704 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.