Whitener Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Whitener Capital 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	$237K	Buy	5,224 +142	+3%	+$6.43K	0.05%	166
2026 Q1	$233K	Sell	5,082 -12	-0.2%	-$538	0.05%	164
2025 Q4	$217K	Sell	5,094 -50	-1%	-$2.21K	0.05%	162
2025 Q3	$224K	Buy	+5,144	New	+$218K	0.05%	159
2019 Q4	–	Sell	-80	Closed	-$2K	–	447
2019 Q3	$2K	Sell	80 -42	-34%	-$1.3K	﹤0.01%	455
2019 Q2	$3K	Hold	122	–	–	﹤0.01%	424
2019 Q1	$3K	Hold	122	–	–	﹤0.01%	416
2018 Q4	$3K	Hold	122	–	–	﹤0.01%	397
2018 Q3	$3K	Buy	+122	New	+$3.24K	﹤0.01%	413
2018 Q2	–	Sell	-1,494	Closed	-$37K	–	424
2018 Q1	$37K	Sell	1,494 -8,188	-85%	-$204K	0.03%	226
2017 Q4	$255K	Buy	+9,682	New	+$265K	0.22%	100

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

CTI

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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Whitener Capital Management's XLU Position: Q2 2026 in Review

Whitener Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.8% in Q2 2026, buying an estimated $6.43K and bringing the position to 5,224 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #166.

Whitener Capital Management first reported a position in XLU in Q4 2017 and has held it in 11 quarters since. The position peaked at $255K in Q4 2017. 405 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Whitener Capital Management held 5,224 shares of State Street Utilities Select Sector SPDR ETF worth $237K as of Q2 2026.
Whitener Capital Management bought 142 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.43K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Whitener Capital Management's portfolio in Q2 2026, its #166 holding.
Whitener Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 11 quarters since.
Whitener Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $255K in Q4 2017.
405 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.