Acorn Financial Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Acorn Financial Advisory Services’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	$313K	Buy	6,903 +5	+0.1%	+$226	0.04%	171
2026 Q1	$317K	Buy	6,898 +5	+0.1%	+$224	0.04%	162
2025 Q4	$294K	Buy	6,893 +5	+0.1%	+$221	0.04%	166
2025 Q3	$300K	Buy	6,888 +6	+0.1%	+$254	0.05%	158
2025 Q2	$281K	Buy	6,882 +4	+0.1%	+$159	0.05%	160
2025 Q1	$271K	Buy	6,878 +6	+0.1%	+$234	0.05%	156
2024 Q4	$260K	Buy	6,872 +6	+0.1%	+$238	0.04%	175
2024 Q3	$277K	Buy	6,866 +6	+0.1%	+$223	0.05%	169
2024 Q2	$234K	Buy	6,860 +6	+0.1%	+$206	0.04%	185
2024 Q1	$225K	Sell	6,854 -1,090	-14%	-$34K	0.04%	188
2023 Q4	$252K	Sell	7,944 -488	-6%	-$14.9K	0.04%	216
2023 Q3	$247K	Sell	8,432 -38	-0.4%	-$1.23K	0.04%	211
2023 Q2	$277K	Buy	+8,470	New	+$285K	0.05%	205

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Acorn Financial Advisory Services's XLU Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.07% in Q2 2026, buying an estimated $226 and bringing the position to 6,903 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #171.

Acorn Financial Advisory Services first reported a position in XLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $317K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Acorn Financial Advisory Services held 6,903 shares of State Street Utilities Select Sector SPDR ETF worth $313K as of Q2 2026.
Acorn Financial Advisory Services bought 5 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $226.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #171 holding.
Acorn Financial Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Acorn Financial Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $317K in Q1 2026.
1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.