Windsor Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $614K | Sell |
13,541
-107
| -0.8% | -$4.85K | 0.16% | 77 |
|
|
2026
Q1 | $626K | Sell |
13,648
-898
| -6% | -$40.3K | 0.18% | 75 |
|
|
2025
Q4 | $621K | Sell |
14,546
-296
| -2% | -$13.1K | 0.17% | 78 |
|
|
2025
Q3 | $647K | Sell |
14,842
-136
| -0.9% | -$5.75K | 0.18% | 73 |
|
|
2025
Q2 | $612K | Sell |
14,978
-232
| -2% | -$9.24K | 0.18% | 75 |
|
|
2025
Q1 | $600K | Sell |
15,210
-302
| -2% | -$11.8K | 0.18% | 76 |
|
|
2024
Q4 | $587K | Sell |
15,512
-78
| -0.5% | -$3.1K | 0.17% | 75 |
|
|
2024
Q3 | $630K | Buy |
15,590
+400
| +3% | +$14.8K | 0.18% | 73 |
|
|
2024
Q2 | $517K | Sell |
15,190
-2,506
| -14% | -$86.1K | 0.16% | 80 |
|
|
2024
Q1 | $581K | Buy |
17,696
+592
| +3% | +$18.5K | 0.18% | 77 |
|
|
2023
Q4 | $542K | Buy |
17,104
+70
| +0.4% | +$2.14K | 0.18% | 77 |
|
|
2023
Q3 | $502K | Buy |
17,034
+182
| +1% | +$5.87K | 0.17% | 77 |
|
|
2023
Q2 | $551K | Sell |
16,852
-520
| -3% | -$17.5K | 0.18% | 75 |
|
|
2023
Q1 | $588K | Sell |
17,372
-106
| -0.6% | -$3.59K | 0.2% | 68 |
|
|
2022
Q4 | $616K | Sell |
17,478
-1,380
| -7% | -$46.9K | 0.22% | 66 |
|
|
2022
Q3 | $617K | Sell |
18,858
-358
| -2% | -$13.1K | 0.23% | 65 |
|
|
2022
Q2 | $673K | Sell |
19,216
-268
| -1% | -$9.7K | 0.24% | 66 |
|
|
2022
Q1 | $725K | Buy |
19,484
+38
| +0.2% | +$1.32K | 0.23% | 68 |
|
|
2021
Q4 | $696K | Sell |
19,446
-376
| -2% | -$12.7K | 0.21% | 73 |
|
|
2021
Q3 | $633K | Buy |
19,822
+1,678
| +9% | +$56.1K | 0.2% | 76 |
|
|
2021
Q2 | $573K | Buy |
18,144
+8
| +0% | +$262 | 0.19% | 77 |
|
|
2021
Q1 | $580K | Sell |
18,136
-900
| -5% | -$27.9K | 0.2% | 78 |
|
|
2020
Q4 | $596K | Sell |
19,036
-46
| -0.2% | -$1.46K | 0.22% | 76 |
|
|
2020
Q3 | $566K | Buy |
19,082
+158
| +0.8% | +$4.69K | 0.24% | 75 |
|
|
2020
Q2 | $533K | Buy |
18,924
+598
| +3% | +$17.2K | 0.23% | 77 |
|
|
2020
Q1 | $507K | Sell |
18,326
-2,318
| -11% | -$74.1K | 0.26% | 72 |
|
|
2019
Q4 | $667K | Sell |
20,644
-1,464
| -7% | -$46.5K | 0.28% | 70 |
|
|
2019
Q3 | $715K | Sell |
22,108
-1,226
| -5% | -$37.8K | 0.32% | 65 |
|
|
2019
Q2 | $695K | Sell |
23,334
-212
| -0.9% | -$6.23K | 0.32% | 70 |
|
|
2019
Q1 | $684K | Sell |
23,546
-1,150
| -5% | -$32K | 0.32% | 71 |
|
|
2018
Q4 | $653K | Sell |
24,696
-1,318
| -5% | -$35.8K | 0.34% | 70 |
|
|
2018
Q3 | $684K | Buy |
26,014
+50
| +0.2% | +$1.33K | 0.31% | 74 |
|
|
2018
Q2 | $674K | Buy |
25,964
+1,420
| +6% | +$35.7K | 0.31% | 73 |
|
|
2018
Q1 | $620K | Sell |
24,544
-2,434
| -9% | -$60.8K | 0.29% | 72 |
|
|
2017
Q4 | $710K | Buy |
26,978
+578
| +2% | +$15.8K | 0.33% | 62 |
|
|
2017
Q3 | $685K | Hold |
26,400
| – | – | 0.35% | 56 |
|
|
2017
Q2 | $685K | Sell |
26,400
-70
| -0.3% | -$1.84K | 0.34% | 56 |
|
|
2017
Q1 | $679K | Buy |
26,470
+32
| +0.1% | +$799 | 0.35% | 57 |
|
|
2016
Q4 | $642K | Buy |
26,438
+472
| +2% | +$11.3K | 0.35% | 62 |
|
|
2016
Q3 | $636K | Sell |
25,966
-2,344
| -8% | -$59.5K | 0.35% | 60 |
|
|
2016
Q2 | $742K | Sell |
28,310
-2,052
| -7% | -$50.6K | 0.43% | 52 |
|
|
2016
Q1 | $753K | Sell |
30,362
-2,618
| -8% | -$60.4K | 0.47% | 50 |
|
|
2015
Q4 | $713K | Sell |
32,980
-248
| -0.7% | -$5.37K | 0.44% | 54 |
|
|
2015
Q3 | $719K | Buy |
33,228
+974
| +3% | +$21K | 0.42% | 51 |
|
|
2015
Q2 | $668K | Sell |
32,254
-1,712
| -5% | -$37.5K | 0.39% | 56 |
|
|
2015
Q1 | $755K | Sell |
33,966
-11,288
| -25% | -$261K | 0.44% | 50 |
|
|
2014
Q4 | $1.07M | Sell |
45,254
-2,442
| -5% | -$55.3K | 0.6% | 37 |
|
|
2014
Q3 | $1M | Buy |
47,696
+144
| +0.3% | +$3.05K | 0.57% | 39 |
|
|
2014
Q2 | $1.05M | Buy |
47,552
+574
| +1% | +$12.2K | 0.59% | 38 |
|
|
2014
Q1 | $974K | Buy |
46,978
+3,706
| +9% | +$73.1K | 0.58% | 37 |
|
|
2013
Q4 | $822K | Sell |
43,272
-4,026
| -9% | -$77K | 0.48% | 40 |
|
|
2013
Q3 | $884K | Sell |
47,298
-9,946
| -17% | -$189K | 0.51% | 36 |
|
|
2013
Q2 | $1.08M | Buy |
+57,244
| New | +$1.12M | 0.65% | 34 |
|
Other funds holding XLU
Windsor Capital Management's XLU Position: Q2 2026 in Review
Windsor Capital Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.78% in Q2 2026, selling an estimated $4.85K and leaving 13,541 shares worth $614K. The position accounts for 0.16% of the portfolio, ranked #77.
Windsor Capital Management first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08M in Q2 2013. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Windsor Capital Management held 13,541 shares of State Street Utilities Select Sector SPDR ETF worth $614K as of Q2 2026.
- Windsor Capital Management sold 107 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.85K.
- State Street Utilities Select Sector SPDR ETF made up 0.16% of Windsor Capital Management's portfolio in Q2 2026, its #77 holding.
- Windsor Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
- Windsor Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q2 2013.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.