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 Q3	$32.3K	Buy	818 +118	+17%	+$5.13K	0.01%	642
2026 Q2	$31.7K	Hold	700	–	–	0.01%	608
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AmeriFlex Group's XLU Position: Q3 2026 in Review

AmeriFlex Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q3 2026, buying an estimated $5.13K and bringing the position to 818 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #642.

AmeriFlex Group first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $157K in Q4 2024. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

AmeriFlex Group held 818 shares of State Street Utilities Select Sector SPDR ETF worth $32.3K as of Q3 2026.
AmeriFlex Group bought 118 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $5.13K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of AmeriFlex Group's portfolio in Q3 2026, its #642 holding.
AmeriFlex Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
AmeriFlex Group's State Street Utilities Select Sector SPDR ETF position peaked at $157K in Q4 2024.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.