Twin Focus Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Twin Focus Capital Partners’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	$10M	Buy	221,437 +11,225	+5%	+$508K	1.02%	27
2026 Q1	$9.65M	Sell	210,212 -11,000	-5%	-$494K	1.11%	21
2025 Q4	$9.44M	Buy	221,212 +2,712	+1%	+$120K	1.09%	24
2025 Q3	$9.53M	Buy	218,500 +2,400	+1%	+$102K	1.21%	21
2025 Q2	$8.82M	Sell	216,100 -500	-0.2%	-$19.9K	1.24%	21
2025 Q1	$8.54M	Buy	216,600 +19,470	+10%	+$761K	1.33%	20
2024 Q4	$7.46M	Buy	197,130 +11,788	+6%	+$468K	1.1%	24
2024 Q3	$7.49M	Buy	185,342 +35,506	+24%	+$1.32M	1.18%	22
2024 Q2	$5.1M	Buy	149,836 +56,236	+60%	+$1.93M	0.82%	35
2024 Q1	$3.07M	Sell	93,600 -19,930	-18%	-$622K	0.58%	39
2023 Q4	$3.59M	Sell	113,530 -125,098	-52%	-$3.82M	0.73%	37
2023 Q3	$7.03M	Sell	238,628 -20,902	-8%	-$674K	1.58%	19
2023 Q2	$8.49M	Sell	259,530 -12,300	-5%	-$414K	1.72%	15
2023 Q1	$9.2M	Sell	271,830 -3,400	-1%	-$115K	1.82%	16
2022 Q4	$9.7M	Buy	275,230 +800	+0.3%	+$27.2K	2.03%	12
2022 Q3	$8.99M	Sell	274,430 -5,010	-2%	-$184K	2.16%	12
2022 Q2	$9.8M	Sell	279,440 -2,016	-0.7%	-$73K	2.2%	13
2022 Q1	$10.5M	Buy	281,456 +169,316	+151%	+$5.87M	2.04%	15
2021 Q4	$4.01M	Buy	112,140 +18,400	+20%	+$621K	0.8%	32
2021 Q3	$2.99M	Buy	93,740 +68,750	+275%	+$2.3M	0.7%	32
2021 Q2	$790K	Buy	24,990 +14,290	+134%	+$468K	0.18%	72
2021 Q1	$343K	Buy	+10,700	New	+$332K	0.1%	109

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

Twin Focus Capital Partners's XLU Position: Q2 2026 in Review

Twin Focus Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.3% in Q2 2026, buying an estimated $508K and bringing the position to 221,437 shares worth $10M. The position accounts for 1.02% of the portfolio, ranked #27.

Twin Focus Capital Partners first reported a position in XLU in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.5M in Q1 2022. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Twin Focus Capital Partners held 221,437 shares of State Street Utilities Select Sector SPDR ETF worth $10M as of Q2 2026.
Twin Focus Capital Partners bought 11,225 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $508K.
State Street Utilities Select Sector SPDR ETF made up 1.02% of Twin Focus Capital Partners's portfolio in Q2 2026, its #27 holding.
Twin Focus Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Twin Focus Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $10.5M in Q1 2022.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.