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Value Investment Professionals’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Value Investment Professionals’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 		$3.12M Buy
+68,757
New +$3.11M 2.62% 11
2026
Q1 		– Sell
-14,210
Closed -$607K – 103
2025
Q4 		$607K Buy
+14,210
New +$629K 0.64% 36

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Value Investment Professionals's XLU Position: Q2 2026 in Review

Value Investment Professionals opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 68,757 shares worth $3.12M. The stake represents 2.62% of the portfolio and ranks #11 among its holdings. This is a return to the name: Value Investment Professionals previously reported a position in XLU as recently as Q4 2025.

Value Investment Professionals first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Value Investment Professionals held 68,757 shares of State Street Utilities Select Sector SPDR ETF worth $3.12M as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Value Investment Professionals position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 2.62% of Value Investment Professionals's portfolio in Q2 2026, its #11 holding.
  • Value Investment Professionals first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Value Investment Professionals's 13F filing for Q2 2026, filed 7 Jul 2026.