Action Point Financial Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Action Point Financial Planning’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	$226K	Buy	+4,994	New	+$226K	0.02%	406

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Action Point Financial Planning's XLU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,994 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #406 among its holdings.

1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Action Point Financial Planning held 4,994 shares of State Street Utilities Select Sector SPDR ETF worth $226K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Action Point Financial Planning position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #406 holding.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.