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Waycross Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Waycross Investment Management’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 		$6.72M Buy
148,143
+6,561
+5% +$297K 5.11% 5
2026
Q1 		$6.5M Buy
141,582
+9,670
+7% +$434K 6.2% 4
2025
Q4 		$5.63M Buy
131,912
+22,920
+21% +$1.02M 4.95% 8
2025
Q3 		$4.75M Buy
108,992
+2,610
+2% +$110K 4.85% 7
2025
Q2 		$4.34M Buy
106,382
+4,956
+5% +$197K 4.52% 7
2025
Q1 		$4M Sell
101,426
-686
-0.7% -$26.8K 4.51% 7
2024
Q4 		$3.86M Buy
102,112
+2,528
+3% +$100K 4.07% 7
2024
Q3 		$4.02M Buy
99,584
+3,940
+4% +$146K 3.7% 8
2024
Q2 		$3.26M Buy
95,644
+332
+0.3% +$11.4K 3.15% 9
2024
Q1 		$3.13M Buy
95,312
+1,872
+2% +$58.4K 2.91% 9
2023
Q4 		$2.96M Buy
+93,440
New +$2.86M 3.26% 9

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Waycross Investment Management's XLU Position: Q2 2026 in Review

Waycross Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.6% in Q2 2026, buying an estimated $297K and bringing the position to 148,143 shares worth $6.72M. The position accounts for 5.11% of the portfolio, ranked #5.

Waycross Investment Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 535 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Waycross Investment Management held 148,143 shares of State Street Utilities Select Sector SPDR ETF worth $6.72M as of Q2 2026.
  • Waycross Investment Management bought 6,561 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $297K.
  • State Street Utilities Select Sector SPDR ETF made up 5.11% of Waycross Investment Management's portfolio in Q2 2026, its #5 holding.
  • Waycross Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 535 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.