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

Armstrong Advisory 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 Q2	$8.58M	Buy	189,318 +3,055	+2%	+$138K	0.52%	26
2026 Q1	$8.55M	Sell	186,263 -25,574	-12%	-$1.15M	0.57%	27
2025 Q4	$9.04M	Buy	211,837 +1,099	+0.5%	+$48.7K	0.61%	28
2025 Q3	$9.19M	Sell	210,738 -1,004	-0.5%	-$42.5K	0.65%	27
2025 Q2	$8.65M	Buy	211,742 +5,522	+3%	+$220K	0.65%	26
2025 Q1	$7.8M	Hold	206,220	–	–	0.62%	28
2024 Q4	$7.8M	Buy	206,220 +8,078	+4%	+$321K	0.62%	28
2024 Q3	$8M	Sell	198,142 -30,968	-14%	-$1.15M	0.66%	26
2024 Q2	$7.81M	Sell	229,110 -21,324	-9%	-$732K	0.69%	23
2024 Q1	$7.93M	Hold	250,434	–	–	0.77%	26
2023 Q4	$7.93M	Sell	250,434 -6,196	-2%	-$189K	0.77%	26
2023 Q3	$7.56M	Sell	256,630 -10,292	-4%	-$332K	0.83%	23
2023 Q2	$8.73M	Buy	266,922 +216	+0.1%	+$7.27K	0.93%	23
2023 Q1	$9.03M	Sell	266,706 -57,010	-18%	-$1.93M	1.07%	20
2022 Q4	$11.4M	Buy	+323,716	New	+$11M	1.5%	18

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Armstrong Advisory Group's XLU Position: Q2 2026 in Review

Armstrong Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.6% in Q2 2026, buying an estimated $138K and bringing the position to 189,318 shares worth $8.58M. The position accounts for 0.52% of the portfolio, ranked #26.

Armstrong Advisory Group first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2022. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Armstrong Advisory Group held 189,318 shares of State Street Utilities Select Sector SPDR ETF worth $8.58M as of Q2 2026.
Armstrong Advisory Group bought 3,055 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $138K.
State Street Utilities Select Sector SPDR ETF made up 0.52% of Armstrong Advisory Group's portfolio in Q2 2026, its #26 holding.
Armstrong Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $11.4M in Q4 2022.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.