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ADKINS SEALE CAPITAL MANAGEMENT LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$535K Hold
11,800
– – 0.48% 47
2026
Q1 		$542K Hold
11,800
– – 0.53% 44
2025
Q4 		$504K Buy
+11,800
New +$523K 0.5% 46

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's XLU Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 11,800 shares worth $535K. The position accounts for 0.48% of the portfolio, ranked #47.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q1 2026. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 11,800 shares of State Street Utilities Select Sector SPDR ETF worth $535K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.48% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #47 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC's State Street Utilities Select Sector SPDR ETF position peaked at $542K in Q1 2026.
  • 968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.