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AF Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

AF Advisors’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 		$202K Hold
4,450
– – 0.1% 30
2026
Q1 		$204K Buy
+4,450
New +$200K 0.11% 26

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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

AF Advisors's XLU Position: Q2 2026 in Review

AF Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,450 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #30.

AF Advisors first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $204K in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • AF Advisors held 4,450 shares of State Street Utilities Select Sector SPDR ETF worth $202K as of Q2 2026.
  • AF Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.1% of AF Advisors's portfolio in Q2 2026, its #30 holding.
  • AF Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • AF Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $204K in Q1 2026.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on AF Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.