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

Apollon Financial’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	$1.2M	Buy	26,219 +364	+1%	+$16.3K	0.17%	115
2025 Q4	$1.1M	Buy	25,855 +13,317	+106%	+$590K	0.16%	111
2025 Q3	$547K	Buy	12,538 +270	+2%	+$11.4K	0.09%	143
2025 Q2	$501K	Buy	12,268 +400	+3%	+$15.9K	0.1%	137
2025 Q1	$468K	Buy	11,868 +3,634	+44%	+$142K	0.11%	132
2024 Q4	$312K	Buy	8,234 +1,940	+31%	+$77K	0.08%	154
2024 Q3	$254K	Buy	+6,294	New	+$233K	0.07%	147

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

Apollon Financial's XLU Position: Q1 2026 in Review

Apollon Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, buying an estimated $16.3K and bringing the position to 26,219 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #115.

Apollon Financial first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,586 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Apollon Financial held 26,219 shares of State Street Utilities Select Sector SPDR ETF worth $1.2M as of Q1 2026.
Apollon Financial bought 364 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $16.3K.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Apollon Financial's portfolio in Q1 2026, its #115 holding.
Apollon Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,586 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.