Steigerwald Gordon & Koch’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 | $232K | Hold |
5,124
| – | – | 0.02% | 138 |
|
|
2026
Q1 | $235K | Sell |
5,124
-131
| -2% | -$5.88K | 0.02% | 124 |
|
|
2025
Q4 | $224K | Sell |
5,255
-469
| -8% | -$20.8K | 0.02% | 128 |
|
|
2025
Q3 | $250K | Sell |
5,724
-400
| -7% | -$16.9K | 0.02% | 122 |
|
|
2025
Q2 | $250K | Hold |
6,124
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $241K | Hold |
6,124
| – | – | 0.03% | 110 |
|
|
2024
Q4 | $232K | Hold |
6,124
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $247K | Hold |
6,124
| – | – | 0.03% | 114 |
|
|
2024
Q2 | $209K | Hold |
6,124
| – | – | 0.03% | 119 |
|
|
2024
Q1 | $201K | Buy |
+6,124
| New | +$191K | 0.03% | 122 |
|
|
2023
Q4 | – | Sell |
-7,124
| Closed | -$210K | – | 121 |
|
|
2023
Q3 | $210K | Hold |
7,124
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $233K | Hold |
7,124
| – | – | 0.03% | 101 |
|
|
2023
Q1 | $241K | Sell |
7,124
-302
| -4% | -$10.2K | 0.04% | 97 |
|
|
2022
Q4 | $262K | Buy |
7,426
+302
| +4% | +$10.3K | 0.04% | 93 |
|
|
2022
Q3 | $233K | Hold |
7,124
| – | – | 0.04% | 93 |
|
|
2022
Q2 | $250K | Hold |
7,124
| – | – | 0.04% | 97 |
|
|
2022
Q1 | $265K | Hold |
7,124
| – | – | 0.04% | 98 |
|
|
2021
Q4 | $255K | Hold |
7,124
| – | – | 0.04% | 102 |
|
|
2021
Q3 | $228K | Hold |
7,124
| – | – | 0.04% | 105 |
|
|
2021
Q2 | $225K | Hold |
7,124
| – | – | 0.04% | 104 |
|
|
2021
Q1 | $228K | Hold |
7,124
| – | – | 0.04% | 98 |
|
|
2020
Q4 | $223K | Hold |
7,124
| – | – | 0.05% | 99 |
|
|
2020
Q3 | $212K | Hold |
7,124
| – | – | 0.05% | 95 |
|
|
2020
Q2 | $201K | Buy |
+7,124
| New | +$205K | 0.05% | 94 |
|
|
2020
Q1 | – | Sell |
-7,124
| Closed | -$230K | – | 90 |
|
|
2019
Q4 | $230K | Hold |
7,124
| – | – | 0.05% | 86 |
|
|
2019
Q3 | $231K | Hold |
7,124
| – | – | 0.06% | 76 |
|
|
2019
Q2 | $212K | Sell |
7,124
-600
| -8% | -$17.6K | 0.05% | 79 |
|
|
2019
Q1 | $225K | Hold |
7,724
| – | – | 0.06% | 77 |
|
|
2018
Q4 | $204K | Hold |
7,724
| – | – | 0.06% | 81 |
|
|
2018
Q3 | $203K | Hold |
7,724
| – | – | 0.05% | 84 |
|
|
2018
Q2 | $201K | Buy |
+7,724
| New | +$194K | 0.05% | 85 |
|
|
2018
Q1 | – | Sell |
-7,724
| Closed | -$203K | – | 90 |
|
|
2017
Q4 | $203K | Sell |
7,724
-400
| -5% | -$11K | 0.06% | 81 |
|
|
2017
Q3 | $215K | Hold |
8,124
| – | – | 0.06% | 82 |
|
|
2017
Q2 | $211K | Hold |
8,124
| – | – | 0.06% | 81 |
|
|
2017
Q1 | $208K | Buy |
+8,124
| New | +$203K | 0.06% | 82 |
|
Other funds holding XLU
Steigerwald Gordon & Koch's XLU Position: Q2 2026 in Review
Steigerwald Gordon & Koch held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,124 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #138.
Steigerwald Gordon & Koch first reported a position in XLU in Q1 2017 and has held it in 35 quarters since. The position peaked at $265K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Steigerwald Gordon & Koch held 5,124 shares of State Street Utilities Select Sector SPDR ETF worth $232K as of Q2 2026.
- Steigerwald Gordon & Koch left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #138 holding.
- Steigerwald Gordon & Koch first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 35 quarters since.
- Steigerwald Gordon & Koch's State Street Utilities Select Sector SPDR ETF position peaked at $265K in Q1 2022.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.