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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Stamos Capital Partners's XLU Position: Q1 2026 in Review

Stamos Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.88% in Q1 2026, buying an estimated $15.7K and bringing the position to 39,982 shares worth $1.83M. The position accounts for 0.29% of the portfolio, ranked #98.

Stamos Capital Partners first reported a position in XLU in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.13M in Q2 2021. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stamos Capital Partners held 39,982 shares of State Street Utilities Select Sector SPDR ETF worth $1.83M as of Q1 2026.
Stamos Capital Partners bought 350 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $15.7K.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Stamos Capital Partners's portfolio in Q1 2026, its #98 holding.
Stamos Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Stamos Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3.13M in Q2 2021.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.