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

Wall Capital Group’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	$1.38M	Buy	30,487 +2,061	+7%	+$93.3K	1.13%	15
2026 Q1	$1.3M	Buy	28,426 +5,907	+26%	+$265K	1.39%	13
2025 Q4	$961K	Buy	+22,519	New	+$997K	0.92%	18
2023 Q4	–	Sell	-15,084	Closed	-$442K	–	26
2023 Q3	$442K	Buy	15,084 +5,010	+50%	+$161K	0.63%	17
2023 Q2	$337K	Buy	10,074 +352	+4%	+$11.9K	0.36%	24
2023 Q1	$339K	Buy	+9,722	New	+$330K	0.41%	23
2018 Q3	–	Sell	-236,704	Closed	-$6.15M	–	33
2018 Q2	$6.15M	Sell	236,704 -11,540	-5%	-$290K	3.39%	10
2018 Q1	$6.27M	Buy	248,244 +31,182	+14%	+$778K	3.61%	9
2017 Q4	$5.72M	Sell	217,062 -8,462	-4%	-$232K	3.62%	10
2017 Q3	$5.98M	Sell	225,524 -5,080	-2%	-$136K	3.86%	10
2017 Q2	$5.99M	Buy	230,604 +31,414	+16%	+$825K	4.06%	10
2017 Q1	$5.11M	Buy	+199,190	New	+$4.97M	4.05%	10

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wall Capital Group's XLU Position: Q2 2026 in Review

Wall Capital Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.3% in Q2 2026, buying an estimated $93.3K and bringing the position to 30,487 shares worth $1.38M. The position accounts for 1.13% of the portfolio, ranked #15.

Wall Capital Group first reported a position in XLU in Q1 2017 and has held it in 12 quarters since. The position peaked at $6.27M in Q1 2018. 897 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wall Capital Group held 30,487 shares of State Street Utilities Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Wall Capital Group bought 2,061 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $93.3K.
State Street Utilities Select Sector SPDR ETF made up 1.13% of Wall Capital Group's portfolio in Q2 2026, its #15 holding.
Wall Capital Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 12 quarters since.
Wall Capital Group's State Street Utilities Select Sector SPDR ETF position peaked at $6.27M in Q1 2018.
897 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.