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

Black Diamond 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 Q2	$312K	Buy	6,873 +4	+0.1%	+$181	0.03%	154
2026 Q1	$315K	Buy	6,869 +1,145	+20%	+$51.4K	0.03%	141
2025 Q4	$244K	Hold	5,724	–	–	0.03%	160
2025 Q3	$250K	Buy	5,724 +350	+7%	+$14.8K	0.03%	142
2025 Q2	$219K	Sell	5,374 -350	-6%	-$13.9K	0.03%	134
2025 Q1	$226K	Hold	5,724	–	–	0.03%	131
2024 Q4	$217K	Hold	5,724	–	–	0.03%	133
2024 Q3	$231K	Sell	5,724 -300	-5%	-$11.1K	0.04%	125
2024 Q2	$205K	Buy	+6,024	New	+$207K	0.04%	134
2023 Q3	–	Sell	-6,724	Closed	-$220K	–	119
2023 Q2	$220K	Buy	6,724 +10	+0.1%	+$337	0.07%	97
2023 Q1	$227K	Sell	6,714 -1,488	-18%	-$50.4K	0.07%	101
2022 Q4	$289K	Hold	8,202	–	–	0.1%	85
2022 Q3	$269K	Hold	8,202	–	–	0.11%	84
2022 Q2	$288K	Sell	8,202 -1,022	-11%	-$37K	0.11%	87
2022 Q1	$343K	Buy	+9,224	New	+$320K	0.11%	85

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

Black Diamond Financial's XLU Position: Q2 2026 in Review

Black Diamond Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.06% in Q2 2026, buying an estimated $181 and bringing the position to 6,873 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #154.

Black Diamond Financial first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $343K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Black Diamond Financial held 6,873 shares of State Street Utilities Select Sector SPDR ETF worth $312K as of Q2 2026.
Black Diamond Financial bought 4 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $181.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #154 holding.
Black Diamond Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Black Diamond Financial's State Street Utilities Select Sector SPDR ETF position peaked at $343K in Q1 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.