Verity & Verity’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$229K Sell
5,045
-2,445
-33% -$111K 0.02% 134
2026
Q1
$344K Hold
7,490
0.03% 113
2025
Q4
$320K Hold
7,490
0.02% 129
2025
Q3
$327K Sell
7,490
-190
-2% -$8.04K 0.03% 115
2025
Q2
$314K Buy
+7,680
New +$306K 0.03% 116

Other funds holding XLU

Verity & Verity's XLU Position: Q2 2026 in Review

Verity & Verity reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 33% in Q2 2026, selling an estimated $111K and leaving 5,045 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #134.

Verity & Verity first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Verity & Verity held 5,045 shares of State Street Utilities Select Sector SPDR ETF worth $229K as of Q2 2026.
  • Verity & Verity sold 2,445 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Verity & Verity's portfolio in Q2 2026, its #134 holding.
  • Verity & Verity first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • Verity & Verity's State Street Utilities Select Sector SPDR ETF position peaked at $344K in Q1 2026.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.