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Bill Few Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bill Few Associates’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 		$235K Sell
5,193
-1,007
-16% -$45.6K 0.05% 209
2026
Q1 		$285K Buy
6,200
+1,371
+28% +$61.5K 0.07% 177
2025
Q4 		$206K Buy
4,829
+35
+0.7% +$1.55K 0.05% 195
2025
Q3 		$209K Buy
+4,794
New +$203K 0.05% 192

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
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

Bill Few Associates's XLU Position: Q2 2026 in Review

Bill Few Associates reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $45.6K and leaving 5,193 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #209.

Bill Few Associates first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q1 2026. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Bill Few Associates held 5,193 shares of State Street Utilities Select Sector SPDR ETF worth $235K as of Q2 2026.
  • Bill Few Associates sold 1,007 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Bill Few Associates's portfolio in Q2 2026, its #209 holding.
  • Bill Few Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Bill Few Associates's State Street Utilities Select Sector SPDR ETF position peaked at $285K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.