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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wilson & Boucher Capital Management's XLU Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.8% in Q1 2026, buying an estimated $76.6K and bringing the position to 62,263 shares worth $2.86M. The position accounts for 1.9% of the portfolio, ranked #13.

Wilson & Boucher Capital Management first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. 1,592 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Wilson & Boucher Capital Management held 62,263 shares of State Street Utilities Select Sector SPDR ETF worth $2.86M as of Q1 2026.
  • Wilson & Boucher Capital Management bought 1,707 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $76.6K.
  • State Street Utilities Select Sector SPDR ETF made up 1.9% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #13 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 18 quarters since.
  • 1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.