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

AmeriFlex 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 Q1	$32.1K	Hold	700	–	–	0.02%	517
2025 Q4	$29.9K	Sell	700 -700	-50%	-$31K	0.02%	526
2025 Q3	$61K	Buy	1,400 +938	+203%	+$39.7K	0.02%	431
2025 Q2	$18.8K	Sell	462 -3,080	-87%	-$123K	0.01%	585
2025 Q1	$140K	Sell	3,542 -500	-12%	-$19.5K	0.06%	282
2024 Q4	$157K	Buy	+4,042	New	+$160K	0.07%	230

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AmeriFlex Group's XLU Position: Q1 2026 in Review

AmeriFlex Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 700 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #517.

AmeriFlex Group first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $157K in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

AmeriFlex Group held 700 shares of State Street Utilities Select Sector SPDR ETF worth $32.1K as of Q1 2026.
AmeriFlex Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #517 holding.
AmeriFlex Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street Utilities Select Sector SPDR ETF position peaked at $157K in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.