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

Vestor Capital’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 Q1	$45K	Buy	970 +283	+41%	+$12.7K	﹤0.01%	269
2025 Q4	$41K	Sell	687 -283	-29%	-$12.5K	﹤0.01%	264
2025 Q3	$42K	Buy	+970	New	+$41K	﹤0.01%	287
2023 Q3	–	Sell	-2,466	Closed	-$81K	–	282
2023 Q2	$81K	Hold	2,466	–	–	0.01%	195
2023 Q1	$83K	Hold	2,466	–	–	0.01%	179
2022 Q4	$87K	Hold	2,466	–	–	0.01%	173
2022 Q3	$81K	Buy	+2,466	New	+$90.4K	0.01%	159
2020 Q1	–	Sell	-1,250	Closed	-$40K	–	164
2019 Q4	$40K	Hold	1,250	–	–	0.01%	158
2019 Q3	$40K	Buy	+1,250	New	+$38.6K	0.01%	139

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Vestor Capital's XLU Position: Q1 2026 in Review

Vestor Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q1 2026, buying an estimated $12.7K and bringing the position to 970 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Vestor Capital first reported a position in XLU in Q3 2019 and has held it in 9 quarters since. The position peaked at $87K in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Vestor Capital held 970 shares of State Street Utilities Select Sector SPDR ETF worth $45K as of Q1 2026.
Vestor Capital bought 283 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $12.7K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Vestor Capital's portfolio in Q1 2026, its #269 holding.
Vestor Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 9 quarters since.
Vestor Capital's State Street Utilities Select Sector SPDR ETF position peaked at $87K in Q4 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.