Spinnaker Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Spinnaker Investment Group’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	$2.01M	Buy	44,280 +8,095	+22%	+$367K	0.32%	34
2026 Q1	$1.66M	Buy	36,185 +5,775	+19%	+$259K	0.34%	29
2025 Q4	$1.3M	Buy	30,410 +4,146	+16%	+$184K	0.24%	37
2025 Q3	$1.15M	Buy	26,264 +6,804	+35%	+$288K	0.22%	39
2025 Q2	$795K	Buy	19,460 +8,594	+79%	+$342K	0.19%	38
2025 Q1	$428K	Buy	10,866 +998	+10%	+$39K	0.1%	65
2024 Q4	$373K	Buy	+9,868	New	+$392K	0.09%	61

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

Spinnaker Investment Group's XLU Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q2 2026, buying an estimated $367K and bringing the position to 44,280 shares worth $2.01M. The position accounts for 0.32% of the portfolio, ranked #34.

Spinnaker Investment Group first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Spinnaker Investment Group held 44,280 shares of State Street Utilities Select Sector SPDR ETF worth $2.01M as of Q2 2026.
Spinnaker Investment Group bought 8,095 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $367K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Spinnaker Investment Group's portfolio in Q2 2026, its #34 holding.
Spinnaker Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.