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

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 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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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. 543 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.
543 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.