Superior Planning, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Superior Planning, LLC’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 Q3	$4.1K	Buy	+104	New	+$4.52K	﹤0.01%	1279

Other funds holding XLU

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's XLU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 104 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings.

1,170 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Superior Planning, LLC held 104 shares of State Street Utilities Select Sector SPDR ETF worth $4.1K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1279 holding.
1,170 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.