Southern Capital Services’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
$2.99M Buy
65,966
+5,301
+9% +$240K 1.68% 20
2026
Q1
$2.78M Sell
60,665
-2,024
-3% -$90.8K 1.79% 19
2025
Q4
$2.68M Buy
+62,689
New +$2.78M 1.69% 17

Other funds holding XLU

Southern Capital Services's XLU Position: Q2 2026 in Review

Southern Capital Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.7% in Q2 2026, buying an estimated $240K and bringing the position to 65,966 shares worth $2.99M. The position accounts for 1.68% of the portfolio, ranked #20.

Southern Capital Services first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Southern Capital Services held 65,966 shares of State Street Utilities Select Sector SPDR ETF worth $2.99M as of Q2 2026.
  • Southern Capital Services bought 5,301 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $240K.
  • State Street Utilities Select Sector SPDR ETF made up 1.68% of Southern Capital Services's portfolio in Q2 2026, its #20 holding.
  • Southern Capital Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.