626 Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

626 Financial’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	–	Sell	-10,032	Closed	-$460K	–	132
2026 Q1	$460K	Buy	10,032 +228	+2%	+$10.2K	0.21%	71
2025 Q4	$419K	Hold	9,804	–	–	0.18%	73
2025 Q3	$428K	Hold	9,804	–	–	0.19%	75
2025 Q2	$400K	Hold	9,804	–	–	0.19%	71
2025 Q1	$387K	Buy	+9,804	New	+$383K	0.2%	73

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

626 Financial's XLU Position: Q2 2026 in Review

626 Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 10,032 shares — an estimated $460K sold.

626 Financial first reported a position in XLU in Q1 2025 and held it in 5 quarters. The position peaked at $460K in Q1 2026. 979 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

626 Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
626 Financial sold 10,032 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $460K.
626 Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
626 Financial's State Street Utilities Select Sector SPDR ETF position peaked at $460K in Q1 2026.
979 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.