Spirepoint Private Client’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
$3.1M Sell
68,373
-6,384
-9% -$289K 0.25% 66
2026
Q1
$3.43M Sell
74,757
-317,684
-81% -$14.3M 0.33% 58
2025
Q4
$16.8M Buy
392,441
+78,211
+25% +$3.46M 1.6% 15
2025
Q3
$13.7M Buy
314,230
+32,506
+12% +$1.38M 1.44% 15
2025
Q2
$11.5M Buy
281,724
+6,148
+2% +$245K 1.3% 21
2025
Q1
$10.9M Buy
275,576
+44,168
+19% +$1.73M 1.42% 17
2024
Q4
$8.76M Buy
231,408
+17,418
+8% +$691K 1.1% 23
2024
Q3
$8.64M Buy
213,990
+33,328
+18% +$1.24M 1.14% 23
2024
Q2
$6.16M Buy
180,662
+40,580
+29% +$1.39M 0.87% 27
2024
Q1
$4.6M Buy
+140,082
New +$4.37M 0.7% 35

Other funds holding XLU

Spirepoint Private Client's XLU Position: Q2 2026 in Review

Spirepoint Private Client reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q2 2026, selling an estimated $289K and leaving 68,373 shares worth $3.1M. The position accounts for 0.25% of the portfolio, ranked #66.

Spirepoint Private Client first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.8M in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Spirepoint Private Client held 68,373 shares of State Street Utilities Select Sector SPDR ETF worth $3.1M as of Q2 2026.
  • Spirepoint Private Client sold 6,384 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $289K.
  • State Street Utilities Select Sector SPDR ETF made up 0.25% of Spirepoint Private Client's portfolio in Q2 2026, its #66 holding.
  • Spirepoint Private Client first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Spirepoint Private Client's State Street Utilities Select Sector SPDR ETF position peaked at $16.8M in Q4 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.