ZIG
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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
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
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 $374B AUM 17.66% 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

Zullo Investment Group's XLU Position: Q1 2026 in Review

Zullo Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q1 2026, buying an estimated $96.9K and bringing the position to 62,372 shares worth $2.86M. The position accounts for 1.09% of the portfolio, ranked #19.

Zullo Investment Group first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Zullo Investment Group held 62,372 shares of State Street Utilities Select Sector SPDR ETF worth $2.86M as of Q1 2026.
  • Zullo Investment Group bought 2,159 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $96.9K.
  • State Street Utilities Select Sector SPDR ETF made up 1.09% of Zullo Investment Group's portfolio in Q1 2026, its #19 holding.
  • Zullo Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.