South Shore Capital Advisors’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
$862K Sell
19,003
-674
-3% -$30.5K 0.58% 39
2026
Q1
$903K Buy
19,677
+1,827
+10% +$82K 0.66% 34
2025
Q4
$762K Buy
+17,850
New +$790K 0.56% 35
2022
Q3
$514K Buy
15,688
+8,000
+104% +$293K 1.2% 25
2022
Q2
$270K Buy
7,688
+720
+10% +$26.1K 0.56% 58
2022
Q1
$259K Buy
6,968
+530
+8% +$18.4K 0.42% 80
2021
Q4
$230K Hold
6,438
0.38% 87
2021
Q3
$206K Hold
6,438
0.37% 92
2021
Q2
$204K Hold
6,438
0.36% 94
2021
Q1
$206K Buy
+6,438
New +$200K 0.2% 120

Other funds holding XLU

South Shore Capital Advisors's XLU Position: Q2 2026 in Review

South Shore Capital Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.4% in Q2 2026, selling an estimated $30.5K and leaving 19,003 shares worth $862K. The position accounts for 0.58% of the portfolio, ranked #39.

South Shore Capital Advisors first reported a position in XLU in Q1 2021 and has held it in 10 quarters since. The position peaked at $903K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • South Shore Capital Advisors held 19,003 shares of State Street Utilities Select Sector SPDR ETF worth $862K as of Q2 2026.
  • South Shore Capital Advisors sold 674 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $30.5K.
  • State Street Utilities Select Sector SPDR ETF made up 0.58% of South Shore Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • South Shore Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 10 quarters since.
  • South Shore Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $903K in Q1 2026.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.