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

Zullo 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	$2.71M	Sell	59,660 -2,712	-4%	-$123K	0.92%	26
2026 Q1	$2.86M	Buy	62,372 +2,159	+4%	+$96.9K	1.09%	19
2025 Q4	$2.57M	Buy	60,213 +409	+0.7%	+$18.1K	0.94%	23
2025 Q3	$2.61M	Buy	59,804 +2,350	+4%	+$99.4K	0.96%	21
2025 Q2	$2.35M	Buy	57,454 +740	+1%	+$29.5K	0.95%	22
2025 Q1	$2.24M	Sell	56,714 -1,296	-2%	-$50.6K	0.96%	26
2024 Q4	$2.2M	Sell	58,010 -858	-1%	-$34K	0.89%	26
2024 Q3	$2.38M	Buy	58,868 +160	+0.3%	+$5.94K	0.99%	24
2024 Q2	$2M	Buy	58,708 +1,124	+2%	+$38.6K	0.88%	26
2024 Q1	$1.89M	Buy	57,584 +682	+1%	+$21.3K	0.89%	27
2023 Q4	$1.8M	Buy	56,902 +880	+2%	+$26.9K	0.92%	28
2023 Q3	$1.65M	Buy	56,022 +4,724	+9%	+$152K	0.97%	25
2023 Q2	$1.68M	Sell	51,298 -872	-2%	-$29.4K	0.96%	27
2023 Q1	$1.77M	Buy	52,170 +1,280	+3%	+$43.4K	1.1%	22
2022 Q4	$1.79M	Buy	50,890 +1,766	+4%	+$60K	1.1%	19
2022 Q3	$1.61M	Buy	49,124 +2,720	+6%	+$99.7K	1.04%	21
2022 Q2	$1.63M	Buy	46,404 +2,522	+6%	+$91.3K	1.02%	21
2022 Q1	$1.63M	Buy	43,882 +2,402	+6%	+$83.3K	0.85%	23
2021 Q4	$1.49M	Buy	+41,480	New	+$1.4M	0.76%	24

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

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

Zullo Investment Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.3% in Q2 2026, selling an estimated $123K and leaving 59,660 shares worth $2.71M. The position accounts for 0.92% of the portfolio, ranked #26.

Zullo Investment Group 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. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Zullo Investment Group held 59,660 shares of State Street Utilities Select Sector SPDR ETF worth $2.71M as of Q2 2026.
Zullo Investment Group sold 2,712 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $123K.
State Street Utilities Select Sector SPDR ETF made up 0.92% of Zullo Investment Group's portfolio in Q2 2026, its #26 holding.
Zullo Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Zullo Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.86M in Q1 2026.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.