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Shuttleworth & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Shuttleworth & Co’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 		$2.42M Buy
53,344
+2,832
+6% +$128K 1.93% 25
2026
Q1 		$2.32M Buy
50,512
+828
+2% +$37.1K 2.1% 24
2025
Q4 		$2.12M Buy
49,684
+1,040
+2% +$46.1K 1.94% 24
2025
Q3 		$2.12M Buy
+48,644
New +$2.06M 1.92% 25

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shuttleworth & Co's XLU Position: Q2 2026 in Review

Shuttleworth & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.6% in Q2 2026, buying an estimated $128K and bringing the position to 53,344 shares worth $2.42M. The position accounts for 1.93% of the portfolio, ranked #25.

Shuttleworth & Co first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Shuttleworth & Co held 53,344 shares of State Street Utilities Select Sector SPDR ETF worth $2.42M as of Q2 2026.
  • Shuttleworth & Co bought 2,832 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $128K.
  • State Street Utilities Select Sector SPDR ETF made up 1.93% of Shuttleworth & Co's portfolio in Q2 2026, its #25 holding.
  • Shuttleworth & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.