Stamos Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stamos Capital Partners’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	$1.72M	Sell	38,031 -1,951	-5%	-$88.4K	0.26%	104
2026 Q1	$1.83M	Buy	39,982 +350	+0.9%	+$15.7K	0.29%	98
2025 Q4	$1.69M	Buy	39,632 +8,562	+28%	+$379K	0.27%	98
2025 Q3	$1.35M	Sell	31,070 -20,080	-39%	-$849K	0.26%	93
2025 Q2	$2.09M	Buy	51,150 +15,938	+45%	+$635K	0.37%	80
2025 Q1	$1.39M	Sell	35,212 -4,428	-11%	-$173K	0.36%	82
2024 Q4	$1.5M	Buy	39,640 +13,900	+54%	+$552K	0.35%	84
2024 Q3	$1.04M	Sell	25,740 -8,620	-25%	-$320K	0.24%	93
2024 Q2	$1.17M	Sell	34,360 -3,840	-10%	-$132K	0.25%	95
2024 Q1	$1.25M	Sell	38,200 -1,480	-4%	-$46.2K	0.28%	76
2023 Q4	$1.26M	Sell	39,680 -5,560	-12%	-$170K	0.34%	68
2023 Q3	$1.33M	Hold	45,240	–	–	0.3%	83
2023 Q2	$1.48M	Buy	45,240 +16,460	+57%	+$554K	0.35%	78
2023 Q1	$974K	Hold	28,780	–	–	0.25%	76
2022 Q4	$1.01M	Sell	28,780 -14,120	-33%	-$480K	0.32%	63
2022 Q3	$1.41M	Sell	42,900 -11,100	-21%	-$407K	0.36%	66
2022 Q2	$1.89M	Sell	54,000 -2,600	-5%	-$94.1K	0.57%	40
2022 Q1	$2.11M	Buy	56,600 +200	+0.4%	+$6.93K	0.7%	37
2021 Q4	$2.02M	Sell	56,400 -35,560	-39%	-$1.2M	0.94%	29
2021 Q3	$2.94M	Sell	91,960 -7,000	-7%	-$234K	1.64%	27
2021 Q2	$3.13M	Buy	98,960 +50,160	+103%	+$1.64M	1.65%	27
2021 Q1	$1.56M	Hold	48,800	–	–	0.79%	34
2020 Q4	$1.53M	Buy	48,800 +41,800	+597%	+$1.32M	0.65%	37
2020 Q3	$208K	Buy	+7,000	New	+$208K	0.08%	67

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

Stamos Capital Partners's XLU Position: Q2 2026 in Review

Stamos Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q2 2026, selling an estimated $88.4K and leaving 38,031 shares worth $1.72M. The position accounts for 0.26% of the portfolio, ranked #104.

Stamos Capital Partners first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.13M in Q2 2021. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stamos Capital Partners held 38,031 shares of State Street Utilities Select Sector SPDR ETF worth $1.72M as of Q2 2026.
Stamos Capital Partners sold 1,951 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $88.4K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Stamos Capital Partners's portfolio in Q2 2026, its #104 holding.
Stamos Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Stamos Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3.13M in Q2 2021.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.