Thurston Springer Miller Herd & Titak’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Thurston Springer Miller Herd & Titak’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	$167K	Hold	3,675	–	–	0.06%	274
2026 Q1	$169K	Buy	3,675 +257	+8%	+$11.5K	0.07%	289
2025 Q4	$146K	Buy	3,418 +3,078	+905%	+$136K	0.05%	290
2025 Q3	$14.8K	Sell	340 -9,356	-96%	-$396K	0.03%	317
2025 Q2	$396K	Buy	9,696 +3,730	+63%	+$149K	0.05%	275
2025 Q1	$235K	Sell	5,966 -172	-3%	-$6.72K	0.04%	308
2024 Q4	$232K	Buy	6,138 +630	+11%	+$25K	0.05%	261
2024 Q3	$222K	Buy	5,508 +600	+12%	+$22.3K	0.06%	277
2024 Q2	$167K	Buy	+4,908	New	+$169K	0.05%	331

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XLU Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 3,675 shares worth $167K. The position accounts for 0.06% of the portfolio, ranked #274.

Thurston Springer Miller Herd & Titak first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $396K in Q2 2025. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Thurston Springer Miller Herd & Titak held 3,675 shares of State Street Utilities Select Sector SPDR ETF worth $167K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #274 holding.
Thurston Springer Miller Herd & Titak first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's State Street Utilities Select Sector SPDR ETF position peaked at $396K in Q2 2025.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.