Texas Capital Bank Wealth Management Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Texas Capital Bank Wealth Management Services’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	–	Sell	-7,224	Closed	-$308K	–	370
2025 Q4	$308K	Buy	+7,224	New	+$320K	0.02%	254
2024 Q4	–	Sell	-6,416	Closed	-$259K	–	209
2024 Q3	$259K	Sell	6,416 -2,472	-28%	-$91.7K	0.03%	164
2024 Q2	$303K	Buy	+8,888	New	+$305K	0.03%	152
2023 Q4	–	Sell	-61,696	Closed	-$1.82M	–	230
2023 Q3	$1.82M	Sell	61,696 -185,448	-75%	-$5.98M	0.23%	58
2023 Q2	$8.09M	Buy	247,144 +238,810	+2,865%	+$8.04M	0.87%	38
2023 Q1	$282K	Sell	8,334 -108,366	-93%	-$3.67M	0.03%	147
2022 Q4	$4.11M	Buy	116,700 +53,326	+84%	+$1.81M	0.5%	45
2022 Q3	$2.08M	Sell	63,374 -105,820	-63%	-$3.88M	0.27%	58
2022 Q2	$5.93M	Sell	169,194 -16,098	-9%	-$583K	0.69%	45
2022 Q1	$6.9M	Buy	185,292 +73,288	+65%	+$2.54M	0.63%	44
2021 Q4	$4.01M	Sell	112,004 -2,356	-2%	-$79.5K	0.35%	48
2021 Q3	$3.65M	Buy	+114,360	New	+$3.82M	0.37%	48

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 $424B AUM 22.94% 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

Texas Capital Bank Wealth Management Services's XLU Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,224 shares — an estimated $308K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLU in Q3 2021 and held it in 12 quarters. The position peaked at $8.09M in Q2 2023. 1,592 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Texas Capital Bank Wealth Management Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 7,224 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $308K.
Texas Capital Bank Wealth Management Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and held it in 12 quarters.
Texas Capital Bank Wealth Management Services's State Street Utilities Select Sector SPDR ETF position peaked at $8.09M in Q2 2023.
1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.