Sovran Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Sovran Advisors's XLU Position: Q2 2026 in Review
Sovran Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.6% in Q2 2026, buying an estimated $32.6K and bringing the position to 16,513 shares worth $752K. The position accounts for 0.06% of the portfolio, ranked #295.
Sovran Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $771K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Sovran Advisors held 16,513 shares of State Street Utilities Select Sector SPDR ETF worth $752K as of Q2 2026.
- Sovran Advisors bought 719 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $32.6K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Sovran Advisors's portfolio in Q2 2026, its #295 holding.
- Sovran Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Sovran Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $771K in Q3 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.