Shulman DeMeo Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Shulman DeMeo Asset Management’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	$1.15M	Sell	25,361 -123	-0.5%	-$5.57K	0.21%	37
2026 Q1	$1.17M	Sell	25,484 -207	-0.8%	-$9.29K	0.25%	35
2025 Q4	$1.1M	Sell	25,691 -523	-2%	-$23.2K	0.25%	32
2025 Q3	$1.14M	Sell	26,214 -120	-0.5%	-$5.08K	0.26%	30
2025 Q2	$1.08M	Sell	26,334 -608	-2%	-$24.2K	0.27%	31
2025 Q1	$1.06M	Sell	26,942 -474	-2%	-$18.5K	0.3%	28
2024 Q4	$1.04M	Sell	27,416 -36	-0.1%	-$1.43K	0.28%	28
2024 Q3	$1.11M	Sell	27,452 -78	-0.3%	-$2.89K	0.27%	29
2024 Q2	$938K	Sell	27,530 -424	-2%	-$14.6K	0.24%	31
2024 Q1	$918K	Sell	27,954 -4,248	-13%	-$133K	0.24%	33
2023 Q4	$1.02M	Sell	32,202 -616	-2%	-$18.8K	0.29%	31
2023 Q3	$967K	Sell	32,818 -4	-0%	-$129	0.32%	31
2023 Q2	$1.07M	Sell	32,822 -1,322	-4%	-$44.5K	0.32%	29
2023 Q1	$1.16M	Sell	34,144 -1,338	-4%	-$45.3K	0.36%	27
2022 Q4	$1.25M	Sell	35,482 -26	-0.1%	-$884	0.42%	24
2022 Q3	$1.16M	Sell	35,508 -840	-2%	-$30.8K	0.41%	25
2022 Q2	$1.27M	Hold	36,348	–	–	0.42%	25
2022 Q1	$1.35M	Sell	36,348 -2,684	-7%	-$93K	0.37%	27
2021 Q4	$1.4M	Buy	+39,032	New	+$1.32M	0.36%	29
2021 Q3	–	Sell	-40,054	Closed	-$1.27M	–	139
2021 Q2	$1.27M	Sell	40,054 -568	-1%	-$18.6K	0.49%	16
2021 Q1	$1.3M	Sell	40,622 -2,116	-5%	-$65.6K	0.35%	33
2020 Q4	$1.34M	Sell	42,738 -290	-0.7%	-$9.18K	0.38%	31
2020 Q3	$1.28M	Sell	43,028 -1,648	-4%	-$48.9K	0.43%	27
2020 Q2	$1.26M	Sell	44,676 -2,438	-5%	-$70.3K	0.49%	24
2020 Q1	$1.3M	Sell	47,114 -478	-1%	-$15.3K	0.61%	17
2019 Q4	$1.54M	Buy	47,592 +3,966	+9%	+$126K	0.53%	19
2019 Q3	$1.41M	Sell	43,626 -3,234	-7%	-$99.8K	0.47%	24
2019 Q2	$1.4M	Sell	46,860 -1,952	-4%	-$57.3K	0.51%	22
2019 Q1	$1.42M	Buy	48,812 +4	+0%	+$111	0.54%	21
2018 Q4	$1.29M	Buy	+48,808	New	+$1.33M	0.71%	16

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shulman DeMeo Asset Management's XLU Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.48% in Q2 2026, selling an estimated $5.57K and leaving 25,361 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #37.

Shulman DeMeo Asset Management first reported a position in XLU in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.54M in Q4 2019. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Shulman DeMeo Asset Management held 25,361 shares of State Street Utilities Select Sector SPDR ETF worth $1.15M as of Q2 2026.
Shulman DeMeo Asset Management sold 123 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.57K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #37 holding.
Shulman DeMeo Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.54M in Q4 2019.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.