SeaCrest Wealth Management’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 | $2.61M | Buy |
57,600
+5,588
| +11% | +$253K | 0.29% | 66 |
|
|
2026
Q1 | $2.39M | Sell |
52,012
-12,006
| -19% | -$539K | 0.26% | 70 |
|
|
2025
Q4 | $2.68M | Buy |
64,018
+8,960
| +16% | +$397K | 0.27% | 68 |
|
|
2025
Q3 | $2.5M | Sell |
55,058
-8,432
| -13% | -$357K | 0.26% | 70 |
|
|
2025
Q2 | $2.59M | Sell |
63,490
-1,978
| -3% | -$78.8K | 0.28% | 67 |
|
|
2025
Q1 | $2.58M | Buy |
65,468
+882
| +1% | +$34.5K | 0.29% | 58 |
|
|
2024
Q4 | $2.44M | Sell |
64,586
-4,624
| -7% | -$183K | 0.26% | 65 |
|
|
2024
Q3 | $2.8M | Buy |
69,210
+55,150
| +392% | +$2.05M | 0.3% | 53 |
|
|
2024
Q2 | $479K | Sell |
14,060
-94
| -0.7% | -$3.23K | 0.05% | 327 |
|
|
2024
Q1 | $465K | Sell |
14,154
-1,538
| -10% | -$48K | 0.06% | 330 |
|
|
2023
Q4 | $506K | Sell |
15,692
-2,520
| -14% | -$77K | 0.06% | 307 |
|
|
2023
Q3 | $537K | Sell |
18,212
-1,606
| -8% | -$51.8K | 0.07% | 282 |
|
|
2023
Q2 | $648K | Sell |
19,818
-564
| -3% | -$19K | 0.08% | 255 |
|
|
2023
Q1 | $690K | Sell |
20,382
-160
| -0.8% | -$5.42K | 0.09% | 245 |
|
|
2022
Q4 | $724K | Buy |
20,542
+4,204
| +26% | +$143K | 0.1% | 228 |
|
|
2022
Q3 | $535K | Sell |
16,338
-574
| -3% | -$21K | 0.08% | 279 |
|
|
2022
Q2 | $593K | Sell |
16,912
-628
| -4% | -$22.7K | 0.07% | 277 |
|
|
2022
Q1 | $653K | Buy |
17,540
+1,200
| +7% | +$41.6K | 0.08% | 281 |
|
|
2021
Q4 | $585K | Buy |
16,340
+660
| +4% | +$22.3K | 0.06% | 310 |
|
|
2021
Q3 | $501K | Buy |
15,680
+1,400
| +10% | +$46.8K | 0.06% | 340 |
|
|
2021
Q2 | $451K | Buy |
14,280
+2,198
| +18% | +$72K | 0.05% | 372 |
|
|
2021
Q1 | $387K | Sell |
12,082
-30
| -0.2% | -$931 | 0.05% | 389 |
|
|
2020
Q4 | $380K | Buy |
12,112
+530
| +5% | +$16.8K | 0.05% | 358 |
|
|
2020
Q3 | $344K | Buy |
11,582
+500
| +5% | +$14.8K | 0.06% | 350 |
|
|
2020
Q2 | $313K | Sell |
11,082
-1,484
| -12% | -$42.8K | 0.05% | 373 |
|
|
2020
Q1 | $348K | Buy |
12,566
+1,642
| +15% | +$52.5K | 0.07% | 287 |
|
|
2019
Q4 | $353K | Sell |
10,924
-200
| -2% | -$6.35K | 0.06% | 357 |
|
|
2019
Q3 | $360K | Buy |
11,124
+2,342
| +27% | +$72.3K | 0.07% | 344 |
|
|
2019
Q2 | $262K | Hold |
8,782
| – | – | 0.05% | 406 |
|
|
2019
Q1 | $255K | Hold |
8,782
| – | – | 0.04% | 398 |
|
|
2018
Q4 | $232K | Sell |
8,782
-506
| -5% | -$13.8K | 0.05% | 389 |
|
|
2018
Q3 | $245K | Buy |
9,288
+304
| +3% | +$8.08K | 0.04% | 441 |
|
|
2018
Q2 | $233K | Sell |
8,984
-346
| -4% | -$8.7K | 0.04% | 442 |
|
|
2018
Q1 | $236K | Sell |
9,330
-1,492
| -14% | -$37.2K | 0.04% | 436 |
|
|
2017
Q4 | $285K | Buy |
+10,822
| New | +$297K | 0.05% | 387 |
|
Other funds holding XLU
SeaCrest Wealth Management's XLU Position: Q2 2026 in Review
SeaCrest Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 57,600 shares worth $2.61M. The position accounts for 0.29% of the portfolio, ranked #66.
SeaCrest Wealth Management first reported a position in XLU in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.8M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- SeaCrest Wealth Management held 57,600 shares of State Street Utilities Select Sector SPDR ETF worth $2.61M as of Q2 2026.
- SeaCrest Wealth Management bought 5,588 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $253K.
- State Street Utilities Select Sector SPDR ETF made up 0.29% of SeaCrest Wealth Management's portfolio in Q2 2026, its #66 holding.
- SeaCrest Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.8M in Q3 2024.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.