Wilson & Boucher Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wilson & Boucher 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	$2.83M	Buy	62,319 +56	+0.1%	+$2.54K	1.66%	14
2026 Q1	$2.86M	Buy	62,263 +1,707	+3%	+$76.6K	1.9%	13
2025 Q4	$2.59M	Buy	60,556 +1,188	+2%	+$52.6K	1.7%	15
2025 Q3	$2.59M	Sell	59,368 -594	-1%	-$25.1K	1.7%	16
2025 Q2	$2.45M	Buy	59,962 +6	+0%	+$239	1.71%	14
2025 Q1	$2.36M	Sell	59,956 -632	-1%	-$24.7K	1.76%	14
2024 Q4	$2.29M	Sell	60,588 -1,052	-2%	-$41.7K	1.62%	14
2024 Q3	$2.49M	Sell	61,640 -304	-0.5%	-$11.3K	1.72%	14
2024 Q2	$2.11M	Sell	61,944 -892	-1%	-$30.6K	1.62%	14
2024 Q1	$2.06M	Sell	62,836 -3,452	-5%	-$108K	1.63%	15
2023 Q4	$2.1M	Sell	66,288 -292	-0.4%	-$8.93K	1.77%	14
2023 Q3	$1.96M	Buy	66,580 +8	+0%	+$258	1.86%	14
2023 Q2	$2.18M	Sell	66,572 -592	-0.9%	-$19.9K	1.96%	13
2023 Q1	$2.27M	Buy	67,164 +7,858	+13%	+$266K	2.18%	11
2022 Q4	$2.09M	Buy	59,306 +140	+0.2%	+$4.76K	2.14%	11
2022 Q3	$1.94M	Buy	59,166 +756	+1%	+$27.7K	2.26%	10
2022 Q2	$2.05M	Sell	58,410 -2,594	-4%	-$93.9K	2.25%	10
2022 Q1	$2.27M	Buy	61,004 +5,606	+10%	+$194K	2.06%	10
2021 Q4	$1.98M	Buy	+55,398	New	+$1.87M	1.79%	15

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wilson & Boucher Capital Management's XLU Position: Q2 2026 in Review

Wilson & Boucher Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.09% in Q2 2026, buying an estimated $2.54K and bringing the position to 62,319 shares worth $2.83M. The position accounts for 1.66% of the portfolio, ranked #14.

Wilson & Boucher Capital Management first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.86M in Q1 2026. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wilson & Boucher Capital Management held 62,319 shares of State Street Utilities Select Sector SPDR ETF worth $2.83M as of Q2 2026.
Wilson & Boucher Capital Management bought 56 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.54K.
State Street Utilities Select Sector SPDR ETF made up 1.66% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #14 holding.
Wilson & Boucher Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Wilson & Boucher Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.86M in Q1 2026.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.