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

Ares Financial Consulting’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	$100K	Buy	2,213 +14	+0.6%	+$634	0.07%	148
2026 Q1	$101K	Buy	2,199 +14	+0.6%	+$628	0.08%	133
2025 Q4	$93.3K	Buy	+2,185	New	+$96.8K	0.09%	109

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's XLU Position: Q2 2026 in Review

Ares Financial Consulting increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.64% in Q2 2026, buying an estimated $634 and bringing the position to 2,213 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #148.

Ares Financial Consulting first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q1 2026. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ares Financial Consulting held 2,213 shares of State Street Utilities Select Sector SPDR ETF worth $100K as of Q2 2026.
Ares Financial Consulting bought 14 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $634.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Ares Financial Consulting's portfolio in Q2 2026, its #148 holding.
Ares Financial Consulting first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Ares Financial Consulting's State Street Utilities Select Sector SPDR ETF position peaked at $101K in Q1 2026.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.