Triumph Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Triumph Capital Management’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	$77.4K	Buy	1,708 +10	+0.6%	+$453	0.01%	549
2026 Q1	$77.9K	Sell	1,698 -150	-8%	-$6.73K	0.02%	516
2025 Q4	$78.9K	Buy	+1,848	New	+$81.8K	0.02%	490
2024 Q2	–	Sell	-67,478	Closed	-$2.2M	–	278
2024 Q1	$2.2M	Buy	67,478 +54,548	+422%	+$1.7M	0.9%	26
2023 Q4	$409K	Buy	12,930 +3,898	+43%	+$119K	0.17%	115
2023 Q3	$266K	Buy	9,032 +838	+10%	+$27K	0.12%	169
2023 Q2	$268K	Sell	8,194 -16,510	-67%	-$556K	0.12%	164
2023 Q1	$836K	Sell	24,704 -29,816	-55%	-$1.01M	0.43%	43
2022 Q4	$1.92M	Buy	54,520 +41,448	+317%	+$1.41M	1.03%	21
2022 Q3	$428K	Buy	13,072 +5,422	+71%	+$199K	0.23%	101
2022 Q2	$268K	Sell	7,650 -29,468	-79%	-$1.07M	0.14%	154
2022 Q1	$1.38M	Buy	+37,118	New	+$1.29M	0.6%	38

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

Triumph Capital Management's XLU Position: Q2 2026 in Review

Triumph Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.59% in Q2 2026, buying an estimated $453 and bringing the position to 1,708 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #549.

Triumph Capital Management first reported a position in XLU in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.2M in Q1 2024. 608 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Triumph Capital Management held 1,708 shares of State Street Utilities Select Sector SPDR ETF worth $77.4K as of Q2 2026.
Triumph Capital Management bought 10 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $453.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #549 holding.
Triumph Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
Triumph Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.2M in Q1 2024.
608 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.