Butensky & Cohen Financial Security’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Butensky & Cohen Financial Security’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	$2.74M	Buy	60,374 +453	+0.8%	+$20.5K	0.68%	67
2026 Q1	$2.75M	Buy	59,921 +803	+1%	+$36K	0.72%	67
2025 Q4	$2.52M	Buy	59,118 +438	+0.7%	+$19.4K	0.68%	66
2025 Q3	$2.56M	Buy	58,680 +570	+1%	+$24.1K	0.71%	66
2025 Q2	$2.37M	Buy	58,110 +1,290	+2%	+$51.4K	0.71%	67
2025 Q1	$2.24M	Buy	56,820 +388	+0.7%	+$15.2K	0.69%	68
2024 Q4	$2.14M	Buy	56,432 +348	+0.6%	+$13.8K	0.67%	71
2024 Q3	$2.27M	Sell	56,084 -1,524	-3%	-$56.5K	0.67%	68
2024 Q2	$1.96M	Sell	57,608 -14	-0%	-$481	0.62%	70
2024 Q1	$1.89M	Buy	57,622 +1,112	+2%	+$34.7K	0.59%	70
2023 Q4	$1.79M	Buy	56,510 +1,438	+3%	+$44K	0.59%	68
2023 Q3	$1.62M	Buy	55,072 +772	+1%	+$24.9K	0.59%	69
2023 Q2	$1.78M	Buy	54,300 +782	+1%	+$26.3K	0.64%	68
2023 Q1	$1.81M	Sell	53,518 -338	-0.6%	-$11.5K	0.65%	67
2022 Q4	$1.9M	Sell	53,856 -436	-0.8%	-$14.8K	0.7%	66
2022 Q3	$1.78M	Sell	54,292 -3,668	-6%	-$134K	0.74%	68
2022 Q2	$2.03M	Sell	57,960 -64	-0.1%	-$2.32K	0.83%	62
2022 Q1	$2.16M	Buy	58,024 +1,730	+3%	+$60K	0.76%	71
2021 Q4	$2.02M	Buy	56,294 +1,844	+3%	+$62.2K	0.72%	71
2021 Q3	$1.74M	Sell	54,450 -2	-0%	-$67	0.69%	72
2021 Q2	$1.72M	Buy	54,452 +752	+1%	+$24.6K	0.68%	71
2021 Q1	$1.72M	Buy	53,700 +1,380	+3%	+$42.8K	0.71%	70
2020 Q4	$1.64M	Sell	52,320 -1,312	-2%	-$41.5K	0.74%	69
2020 Q3	$1.59M	Buy	53,632 +1,046	+2%	+$31K	0.84%	65
2020 Q2	$1.48M	Buy	52,586 +5,316	+11%	+$153K	0.84%	64
2020 Q1	$1.31M	Buy	47,270 +1,104	+2%	+$35.3K	0.99%	55
2019 Q4	$1.49M	Buy	46,166 +376	+0.8%	+$11.9K	0.85%	59
2019 Q3	$1.48M	Buy	45,790 +1,084	+2%	+$33.4K	0.89%	58
2019 Q2	$1.33M	Buy	44,706 +1,156	+3%	+$34K	0.89%	57
2019 Q1	$1.27M	Buy	43,550 +1,074	+3%	+$29.9K	0.92%	57
2018 Q4	$1.12M	Sell	42,476 -410	-1%	-$11.1K	1%	56
2018 Q3	$1.13M	Buy	42,886 +2,202	+5%	+$58.5K	0.91%	59
2018 Q2	$1.06M	Buy	40,684 +2,736	+7%	+$68.8K	0.89%	58
2018 Q1	$959K	Buy	37,948 +2,776	+8%	+$69.3K	0.84%	59
2017 Q4	$926K	Buy	35,172 +1,986	+6%	+$54.5K	0.77%	63
2017 Q3	$880K	Buy	33,186 +1,888	+6%	+$50.7K	0.78%	61
2017 Q2	$813K	Buy	31,298 +1,210	+4%	+$31.8K	0.73%	61
2017 Q1	$772K	Buy	30,088 +922	+3%	+$23K	0.71%	62
2016 Q4	$708K	Buy	29,166 +1,332	+5%	+$31.8K	0.65%	62
2016 Q3	$682K	Buy	27,834 +970	+4%	+$24.6K	0.66%	62
2016 Q2	$705K	Sell	26,864 -1,568	-6%	-$38.6K	0.69%	63
2016 Q1	$705K	Buy	28,432 +312	+1%	+$7.2K	0.68%	63
2015 Q4	$609K	Buy	28,120 +1,240	+5%	+$26.9K	0.6%	63
2015 Q3	$582K	Buy	26,880 +890	+3%	+$19.2K	0.62%	62
2015 Q2	$539K	Buy	25,990 +1,020	+4%	+$22.3K	0.54%	66
2015 Q1	$555K	Sell	24,970 -290	-1%	-$6.7K	0.55%	66
2014 Q4	$596K	Buy	+25,260	New	+$572K	0.6%	64

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CTI

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Butensky & Cohen Financial Security's XLU Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.76% in Q2 2026, buying an estimated $20.5K and bringing the position to 60,374 shares worth $2.74M. The position accounts for 0.68% of the portfolio, ranked #67.

Butensky & Cohen Financial Security first reported a position in XLU in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.75M in Q1 2026. 457 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Butensky & Cohen Financial Security held 60,374 shares of State Street Utilities Select Sector SPDR ETF worth $2.74M as of Q2 2026.
Butensky & Cohen Financial Security bought 453 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $20.5K.
State Street Utilities Select Sector SPDR ETF made up 0.68% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #67 holding.
Butensky & Cohen Financial Security first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Butensky & Cohen Financial Security's State Street Utilities Select Sector SPDR ETF position peaked at $2.75M in Q1 2026.
457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.