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

ABLE Financial 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 Q2	$488K	Hold	10,756	–	–	0.08%	144
2026 Q1	$494K	Hold	10,756	–	–	0.1%	136
2025 Q4	$459K	Buy	10,756 +316	+3%	+$14K	0.09%	133
2025 Q3	$455K	Buy	10,440 +276	+3%	+$11.7K	0.1%	128
2025 Q2	$415K	Buy	10,164 +1,118	+12%	+$44.5K	0.1%	131
2025 Q1	$357K	Hold	9,046	–	–	0.1%	134
2024 Q4	$342K	Buy	9,046 +258	+3%	+$10.2K	0.1%	138
2024 Q3	$355K	Buy	8,788 +1,928	+28%	+$71.5K	0.11%	131
2024 Q2	$234K	Buy	+6,860	New	+$236K	0.08%	155

Other funds holding XLU

FMI

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ABLE Financial Group's XLU Position: Q2 2026 in Review

ABLE Financial Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 10,756 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #144.

ABLE Financial Group first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $494K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

ABLE Financial Group held 10,756 shares of State Street Utilities Select Sector SPDR ETF worth $488K as of Q2 2026.
ABLE Financial Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of ABLE Financial Group's portfolio in Q2 2026, its #144 holding.
ABLE Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
ABLE Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $494K in Q1 2026.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.