Sharper & Granite’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sharper & Granite’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 Q3	$1.43M	Sell	31,190 -2,939	-9%	-$128K	0.49%	56
2026 Q2	$1.55M	Buy	34,129 +2,939	+9%	+$133K	0.48%	53
2026 Q1	$1.43M	Sell	31,190 -11,092	-26%	-$498K	0.49%	56
2025 Q4	$1.81M	Buy	42,282 +612	+1%	+$27.1K	0.64%	47
2025 Q3	$1.82M	Sell	41,670 -3,072	-7%	-$130K	0.65%	46
2025 Q2	$1.82M	Buy	44,742 +2,470	+6%	+$98.4K	0.69%	41
2025 Q1	$1.67M	Sell	42,272 -300	-0.7%	-$11.7K	0.69%	43
2024 Q4	$1.61M	Buy	42,572 +1,510	+4%	+$59.9K	0.71%	43
2024 Q3	$1.66M	Buy	41,062 +2,600	+7%	+$96.5K	0.74%	39
2024 Q2	$1.31M	Buy	38,462 +1,050	+3%	+$36.1K	0.63%	48
2024 Q1	$1.22M	Buy	37,412 +490	+1%	+$15.3K	0.59%	52
2023 Q4	$1.17M	Sell	36,922 -110	-0.3%	-$3.36K	0.6%	51
2023 Q3	$1.09M	Buy	37,032 +200	+0.5%	+$6.45K	0.63%	49
2023 Q2	$1.21M	Buy	36,832 +2,612	+8%	+$87.9K	0.69%	47
2023 Q1	$1.16M	Buy	34,220 +8,960	+35%	+$304K	0.7%	46
2022 Q4	$890K	Buy	+25,260	New	+$859K	0.59%	52

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Sharper & Granite's XLU Position: Q3 2026 in Review

Sharper & Granite reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.6% in Q3 2026, selling an estimated $128K and leaving 31,190 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #56.

Sharper & Granite first reported a position in XLU in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q2 2025. 871 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Sharper & Granite held 31,190 shares of State Street Utilities Select Sector SPDR ETF worth $1.43M as of Q3 2026.
Sharper & Granite sold 2,939 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $128K.
State Street Utilities Select Sector SPDR ETF made up 0.49% of Sharper & Granite's portfolio in Q3 2026, its #56 holding.
Sharper & Granite first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Sharper & Granite's State Street Utilities Select Sector SPDR ETF position peaked at $1.82M in Q2 2025.
871 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Sharper & Granite's 13F filing for Q3 2026, filed 2 Nov 2026.