Washington Growth Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Washington Growth Strategies’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	$2.64M	Buy	58,313 +162	+0.3%	+$7.34K	1.47%	16
2026 Q1	$2.67M	Sell	58,151 -2,313	-4%	-$104K	1.74%	15
2025 Q4	$2.58M	Buy	60,464 +18,150	+43%	+$804K	1.67%	16
2025 Q3	$1.85M	Hold	42,314	–	–	1.32%	19
2025 Q2	$1.73M	Buy	42,314 +42,156	+26,681%	+$1.68M	1.32%	20
2025 Q1	$1.7K	Buy	+158	New	+$6.17K	1.52%	15
2024 Q3	$21.1K	Buy	+3,428	New	+$127K	0.8%	17

Other funds holding XLU

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Washington Growth Strategies's XLU Position: Q2 2026 in Review

Washington Growth Strategies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.28% in Q2 2026, buying an estimated $7.34K and bringing the position to 58,313 shares worth $2.64M. The position accounts for 1.47% of the portfolio, ranked #16.

Washington Growth Strategies first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q1 2026. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Washington Growth Strategies held 58,313 shares of State Street Utilities Select Sector SPDR ETF worth $2.64M as of Q2 2026.
Washington Growth Strategies bought 162 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.34K.
State Street Utilities Select Sector SPDR ETF made up 1.47% of Washington Growth Strategies's portfolio in Q2 2026, its #16 holding.
Washington Growth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Washington Growth Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $2.67M in Q1 2026.
660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Washington Growth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.