SEC 13F Intelligence

Lakeshore Capital Group, Inc. / XLU

Lakeshore Capital Group, Inc.’s Select Sector Spdr Tr Position

Does Lakeshore Capital Group, Inc. own Select Sector Spdr Tr (XLU)? Yes — 72.5K shares worth $3M (+2.72% of its 13F portfolio) as of Q1 2026, up from 71.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
72.5K
% of Portfolio
+2.72%
Quarters Held
4
currently held

Position History XLU

Reported value by quarter
Q2 ’25: $316,777Q2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.5K$3M+2.72%
Q4 202571.7K$3M+2.45%
Q3 202533.1K$3M+2.33%
Q2 20253.9K$316,777+0.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lakeshore Capital Group, Inc.’s full portfolio or all institutional holders of XLU.