Does Captrust own XLU stock?

Yes. As of its Q2 2026 13F, Captrust holds 578,365 shares of XLU, worth $26.2M.

How many shares of XLU does Captrust own?

As of its Q2 2026 13F, Captrust holds 578,365 shares of XLU.

As of its Q2 2026 13F, Captrust's XLU position is worth $26.2M.

In Q2 2026, Captrust increased its XLU position by 47,211 shares (+8.9%).

Captrust already held XLU in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in SELECT SECTOR SPDR TR

Current Value

$26.2M

Current Shares

578,365

Total Value Change

+$25.7M

Total Shares Change

+568,563

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	578,365	+8.9%	$26.2M	0.0%	$45.34	31
2026-Q1	Increased	531,154	+4.8%	$24.4M	0.0%	$45.60	30
2025-Q4	Increased	506,750	+97.6%	$21.6M	0.0%	$42.12	46
2025-Q3	Increased	256,458	+0.2%	$22.4M	0.0%	$42.71	28
2025-Q2	Increased	255,911	+16.4%	$20.9M	0.0%	$39.72	33
2025-Q1	Increased	219,897	+0.4%	$17.3M	0.0%	$38.09	28
2024-Q4	Increased	219,005	+3.5%	$16.6M	0.0%	$36.31	29
2024-Q3	Increased	211,690	+196.5%	$17.1M	0.1%	$38.43	46
2024-Q2	Increased	71,401	+4.3%	$4.9M	0.0%	$32.63	28
2024-Q1	Increased	68,446	+6.2%	$4.5M	0.0%	$31.19	29
2023-Q4	Decreased	64,429	-4.0%	$4.1M	0.0%	$29.84	0
2023-Q3	Decreased	67,124	-34.5%	$4M	0.0%	$27.51	0
2023-Q2	Decreased	102,558	-2.7%	$6.7M	0.0%	$29.90	0
2023-Q1	Decreased	105,429	-0.6%	$7.1M	0.0%	$30.68	0
2022-Q4	Increased	106,052	+62.1%	$7.5M	0.0%	$32.14	40
2022-Q3	Increased	65,425	+8.7%	$4.3M	0.0%	$29.23	29
2022-Q2	Increased	60,204	+20.9%	$4.2M	0.0%	$31.09	32
2022-Q1	Decreased	49,810	-38.5%	$3.7M	0.0%	$32.74	0
2021-Q4	Increased	81,008	+5.5%	$5.8M	0.0%	$31.27	29
2021-Q3	Increased	76,781	+42.3%	$4.9M	0.0%	$27.69	36
2021-Q2	Decreased	53,965	-23.6%	$3.4M	0.0%	$27.20	0
2021-Q1	Decreased	70,633	-38.2%	$4.5M	0.0%	$27.33	0
2020-Q4	Decreased	114,284	-68.8%	$7.2M	0.1%	$26.56	0
2020-Q3	Decreased	366,631	-26.1%	$22M	0.4%	$24.95	0
2020-Q2	Decreased	496,427	-58.4%	$28.7M	0.5%	$23.51	0
2020-Q1	Decreased	1.2M	-25.2%	$62.1M	1.4%	$22.89	0
2019-Q4	Increased	1.6M	+6565.4%	$101.7M	1.6%	$26.68	76
2019-Q3	Decreased	23,900	-3.8%	$1.5M	0.1%	$26.61	0
2019-Q2	Increased	24,836	+10.5%	$1.5M	0.1%	$24.34	28
2019-Q1	Increased	22,471	+129.3%	$1.3M	0.1%	$23.07	41
2018-Q4	First report	9,802	-	$519,000	0.0%	$20.83	0

Other major holders of XLU: PUBLIC INVESTMENT FUND