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Zuckerman Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Zuckerman Investment Group’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 		$2.3M Sell
50,822
-623
-1% -$28.2K 0.19% 56
2026
Q1 		$2.36M Buy
51,445
+595
+1% +$26.7K 0.22% 54
2025
Q4 		$2.17M Buy
50,850
+5,412
+12% +$240K 0.19% 55
2025
Q3 		$1.98M Sell
45,438
-5,660
-11% -$239K 0.18% 62
2025
Q2 		$2.09M Buy
51,098
+6,522
+15% +$260K 0.2% 56
2025
Q1 		$1.76M Buy
44,576
+462
+1% +$18.1K 0.19% 63
2024
Q4 		$1.73M Buy
44,114
+4,754
+12% +$189K 0.17% 65
2024
Q3 		$1.59M Buy
39,360
+1,542
+4% +$57.2K 0.16% 63
2024
Q2 		$1.29M Buy
37,818
+6,402
+20% +$220K 0.15% 64
2024
Q1 		$1.03M Buy
31,416
+3,376
+12% +$105K 0.12% 68
2023
Q4 		$888K Sell
28,040
-620
-2% -$19K 0.11% 70
2023
Q3 		$844K Sell
28,660
-596
-2% -$19.2K 0.12% 62
2023
Q2 		$957K Sell
29,256
-550
-2% -$18.5K 0.14% 59
2023
Q1 		$1.01M Buy
29,806
+170
+0.6% +$5.76K 0.15% 60
2022
Q4 		$1.04M Sell
29,636
-2,322
-7% -$78.9K 0.17% 61
2022
Q3 		$1.05M Buy
31,958
+1,346
+4% +$49.3K 0.2% 54
2022
Q2 		$1.07M Buy
30,612
+1,740
+6% +$63K 0.2% 55
2022
Q1 		$1.07M Buy
28,872
+548
+2% +$19K 0.17% 57
2021
Q4 		$1.01M Buy
28,324
+570
+2% +$19.2K 0.16% 64
2021
Q3 		$886K Buy
27,754
+650
+2% +$21.7K 0.15% 66
2021
Q2 		$857K Buy
27,104
+2,528
+10% +$82.8K 0.14% 64
2021
Q1 		$787K Buy
24,576
+16,214
+194% +$503K 0.13% 65
2020
Q4 		$262K Buy
8,362
+1,166
+16% +$36.9K 0.05% 74
2020
Q3 		$214K Sell
7,196
-1,334
-16% -$39.6K 0.05% 73
2020
Q2 		$241K Buy
8,530
+930
+12% +$26.8K 0.06% 69
2020
Q1 		$211K Buy
+7,600
New +$243K 0.06% 64

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Zuckerman Investment Group's XLU Position: Q2 2026 in Review

Zuckerman Investment Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, selling an estimated $28.2K and leaving 50,822 shares worth $2.3M. The position accounts for 0.19% of the portfolio, ranked #56.

Zuckerman Investment Group first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.36M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Zuckerman Investment Group held 50,822 shares of State Street Utilities Select Sector SPDR ETF worth $2.3M as of Q2 2026.
  • Zuckerman Investment Group sold 623 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $28.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.19% of Zuckerman Investment Group's portfolio in Q2 2026, its #56 holding.
  • Zuckerman Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • Zuckerman Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.36M in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.