Sherman Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Sherman Asset Management's XLU Position: Q2 2026 in Review
Sherman Asset Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 3,040 shares worth $138K. The position accounts for 0.11% of the portfolio, ranked #66.
Sherman Asset Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $140K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Sherman Asset Management held 3,040 shares of State Street Utilities Select Sector SPDR ETF worth $138K as of Q2 2026.
- Sherman Asset Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.11% of Sherman Asset Management's portfolio in Q2 2026, its #66 holding.
- Sherman Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Sherman Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $140K 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 Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.