Stolper & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stolper & Co’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	$860K	Sell	18,962 -7,273	-28%	-$329K	0.22%	70
2026 Q1	$2.53M	Buy	26,235 +6,957	+36%	+$312K	0.72%	42
2025 Q4	$862K	Buy	19,278 +1,016	+6%	+$45K	0.25%	65
2025 Q3	$796K	Sell	18,262 -12	-0.1%	-$508	0.24%	68
2025 Q2	$746K	Buy	18,274 +330	+2%	+$13.1K	0.25%	67
2025 Q1	$707K	Buy	17,944 +156	+0.9%	+$6.09K	0.23%	65
2024 Q4	$673K	Sell	17,788 -562	-3%	-$22.3K	0.22%	68
2024 Q3	$741K	Sell	18,350 -512	-3%	-$19K	0.24%	65
2024 Q2	$643K	Sell	18,862 -212	-1%	-$7.28K	0.23%	71
2024 Q1	$626K	Buy	19,074 +766	+4%	+$23.9K	0.23%	72
2023 Q4	$580K	Buy	18,308 +278	+2%	+$8.5K	0.23%	70
2023 Q3	$531K	Sell	18,030 -234	-1%	-$7.54K	0.23%	72
2023 Q2	$598K	Sell	18,264 -524	-3%	-$17.6K	0.25%	68
2023 Q1	$636K	Sell	18,788 -1,454	-7%	-$49.3K	0.27%	66
2022 Q4	$714K	Sell	20,242 -894	-4%	-$30.4K	0.31%	61
2022 Q3	$692K	Buy	21,136 +302	+1%	+$11.1K	0.34%	63
2022 Q2	$731K	Sell	20,834 -32	-0.2%	-$1.16K	0.34%	62
2022 Q1	$777K	Buy	20,866 +1,300	+7%	+$45.1K	0.33%	62
2021 Q4	$700K	Buy	19,566 +1,092	+6%	+$36.8K	0.31%	67
2021 Q3	$590K	Buy	18,474 +948	+5%	+$31.7K	0.28%	70
2021 Q2	$554K	Buy	17,526 +4,476	+34%	+$147K	0.26%	71
2021 Q1	$418K	Sell	13,050 -230	-2%	-$7.13K	0.22%	74
2020 Q4	$416K	Sell	13,280 -230	-2%	-$7.28K	0.23%	78
2020 Q3	$401K	Buy	13,510 +662	+5%	+$19.6K	0.26%	73
2020 Q2	$363K	Buy	12,848 +58	+0.5%	+$1.67K	0.24%	75
2020 Q1	$354K	Buy	+12,790	New	+$409K	0.25%	73

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Stolper & Co's XLU Position: Q2 2026 in Review

Stolper & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q2 2026, selling an estimated $329K and leaving 18,962 shares worth $860K. The position accounts for 0.22% of the portfolio, ranked #70.

Stolper & Co first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.53M in Q1 2026. 316 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stolper & Co held 18,962 shares of State Street Utilities Select Sector SPDR ETF worth $860K as of Q2 2026.
Stolper & Co sold 7,273 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
State Street Utilities Select Sector SPDR ETF made up 0.22% of Stolper & Co's portfolio in Q2 2026, its #70 holding.
Stolper & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Stolper & Co's State Street Utilities Select Sector SPDR ETF position peaked at $2.53M in Q1 2026.
316 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.