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 Q2	–	Sell	-970	Closed	-$45K	–	311
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vestor Capital's XLU Position: Q2 2026 in Review

Vestor Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 970 shares — an estimated $45K sold.

Vestor Capital first reported a position in XLU in Q3 2019 and held it in 9 quarters. The position peaked at $87K in Q4 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Vestor Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Vestor Capital sold 970 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45K.
Vestor Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and held it in 9 quarters.
Vestor Capital's State Street Utilities Select Sector SPDR ETF position peaked at $87K in Q4 2022.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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