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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306K Sell
6,739
-164
-2% -$7.43K 0.04% 136
2026
Q1
$317K Sell
6,903
-158
-2% -$7.09K 0.04% 120
2025
Q4
$301K Buy
7,061
+31
+0.4% +$1.37K 0.04% 122
2025
Q3
$307K Sell
7,030
-140
-2% -$5.92K 0.04% 124
2025
Q2
$293K Sell
7,170
-296
-4% -$11.8K 0.04% 125
2025
Q1
$294K Sell
7,466
-176
-2% -$6.88K 0.04% 116
2024
Q4
$289K Sell
7,642
-2,568
-25% -$102K 0.04% 118
2024
Q3
$412K Buy
10,210
+420
+4% +$15.6K 0.06% 93
2024
Q2
$334K Sell
9,790
-1,254
-11% -$43.1K 0.05% 106
2024
Q1
$363K Sell
11,044
-84
-0.8% -$2.62K 0.05% 99
2023
Q4
$352K Sell
11,128
-164
-1% -$5.01K 0.05% 98
2023
Q3
$333K Sell
11,292
-8,128
-42% -$262K 0.05% 98
2023
Q2
$635K Sell
19,420
-4,456
-19% -$150K 0.1% 71
2023
Q1
$808K Sell
23,876
-3,034
-11% -$103K 0.13% 63
2022
Q4
$949K Sell
26,910
-376
-1% -$12.8K 0.16% 54
2022
Q3
$894K Buy
27,286
+18,900
+225% +$693K 0.15% 56
2022
Q2
$294K Buy
+8,386
New +$304K 0.08% 62
2021
Q2
Sell
-7,002
Closed -$224K 135
2021
Q1
$224K Buy
7,002
+32
+0.5% +$993 0.03% 117
2020
Q4
$219K Buy
+6,970
New +$221K 0.03% 115

Other funds holding XLU

American Financial Advisors's XLU Position: Q2 2026 in Review

American Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.4% in Q2 2026, selling an estimated $7.43K and leaving 6,739 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #136.

American Financial Advisors first reported a position in XLU in Q4 2020 and has held it in 19 quarters since. The position peaked at $949K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • American Financial Advisors held 6,739 shares of State Street Utilities Select Sector SPDR ETF worth $306K as of Q2 2026.
  • American Financial Advisors sold 164 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.43K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #136 holding.
  • American Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • American Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $949K in Q4 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.