Thoroughbred Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Thoroughbred Financial 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 Q2	$527K	Buy	+11,628	New	+$527K	0.03%	409
2023 Q2	–	Sell	-6,062	Closed	-$205K	–	435
2023 Q1	$205K	Buy	6,062 +8	+0.1%	+$271	0.03%	392
2022 Q4	$213K	Buy	+6,054	New	+$206K	0.03%	359
2021 Q4	–	Sell	-6,430	Closed	-$205K	–	354
2021 Q3	$205K	Sell	6,430 -1,310	-17%	-$43.8K	0.05%	307
2021 Q2	$245K	Sell	7,740 -1,400	-15%	-$45.8K	0.06%	269
2021 Q1	$292K	Sell	9,140 -4,992	-35%	-$155K	0.08%	218
2020 Q4	$443K	Buy	+14,132	New	+$447K	0.14%	158
2020 Q2	–	Sell	-15,746	Closed	-$436K	–	263
2020 Q1	$436K	Buy	+15,746	New	+$504K	0.16%	149
2019 Q3	–	Sell	-34,074	Closed	-$1.16M	–	250
2019 Q2	$1.16M	Buy	+34,074	New	+$1M	0.44%	63
2019 Q1	–	Sell	-33,152	Closed	-$998K	–	243
2018 Q4	$998K	Buy	+33,152	New	+$901K	0.49%	58

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thoroughbred Financial Services's XLU Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 11,628 shares worth $527K. The stake represents 0.03% of the portfolio and ranks #409 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in XLU as recently as Q1 2023.

Thoroughbred Financial Services first reported a position in XLU in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.16M in Q2 2019. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Thoroughbred Financial Services held 11,628 shares of State Street Utilities Select Sector SPDR ETF worth $527K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Thoroughbred Financial Services position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #409 holding.
Thoroughbred Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Thoroughbred Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.16M in Q2 2019.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.