Stolper & Co
XLU icon

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
Q3 		$734K Sell
18,622
-340
-2% -$14.8K 0.19% 72
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% +$6.1K 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% -$7.14K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Stolper & Co's XLU Position: Q3 2026 in Review

Stolper & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.8% in Q3 2026, selling an estimated $14.8K and leaving 18,622 shares worth $734K. The position accounts for 0.19% of the portfolio, ranked #72.

Stolper & Co first reported a position in XLU in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.53M in Q1 2026. 394 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Stolper & Co held 18,622 shares of State Street Utilities Select Sector SPDR ETF worth $734K as of Q3 2026.
  • Stolper & Co sold 340 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $14.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.19% of Stolper & Co's portfolio in Q3 2026, its #72 holding.
  • Stolper & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's State Street Utilities Select Sector SPDR ETF position peaked at $2.53M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.