Thrive Capital Management (Pennsylvania)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$447K	Sell	9,859 -397	-4%	-$18K	0.08%	134
2026 Q1	$471K	Sell	10,256 -626	-6%	-$28.1K	0.1%	129
2025 Q4	$465K	Sell	10,882 -1,610	-13%	-$71.3K	0.1%	132
2025 Q3	$545K	Buy	12,492 +2	+0%	+$85	0.14%	129
2025 Q2	$510K	Buy	+12,490	New	+$498K	0.16%	123
2024 Q4	–	Sell	-21,692	Closed	-$876K	–	179
2024 Q3	$876K	Sell	21,692 -6,124	-22%	-$227K	0.41%	79
2024 Q2	$948K	Buy	+27,816	New	+$955K	0.43%	78
2024 Q1	–	Sell	-55,826	Closed	-$1.77M	–	215
2023 Q4	$1.77M	Buy	55,826 +1,964	+4%	+$60K	0.95%	36
2023 Q3	$1.59M	Buy	53,862 +5,764	+12%	+$186K	0.88%	40
2023 Q2	$1.57M	Buy	48,098 +10,842	+29%	+$365K	0.9%	37
2023 Q1	$1.25M	Buy	37,256 +3,892	+12%	+$132K	0.79%	37
2022 Q4	$1.18M	Buy	33,364 +6,092	+22%	+$207K	0.77%	35
2022 Q3	$893K	Buy	27,272 +7,056	+35%	+$259K	0.6%	42
2022 Q2	$709K	Buy	20,216 +14,362	+245%	+$520K	0.49%	48
2022 Q1	$218K	Buy	+5,854	New	+$203K	0.13%	90

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 22.9% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s XLU Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.9% in Q2 2026, selling an estimated $18K and leaving 9,859 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #134.

Thrive Capital Management (Pennsylvania) first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q4 2023. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 9,859 shares of State Street Utilities Select Sector SPDR ETF worth $447K as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 397 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #134 holding.
Thrive Capital Management (Pennsylvania) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Thrive Capital Management (Pennsylvania)'s State Street Utilities Select Sector SPDR ETF position peaked at $1.77M in Q4 2023.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.