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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 909 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.
  • 909 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.