CDM Financial Counseling Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CDM Financial Counseling Services’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	$1.53M	Buy	33,703 +912	+3%	+$41.3K	1.32%	23
2026 Q1	$1.5M	Buy	32,791 +268	+0.8%	+$12K	1.44%	21
2025 Q4	$1.39M	Buy	+32,523	New	+$1.44M	1.3%	22

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

CDM Financial Counseling Services's XLU Position: Q2 2026 in Review

CDM Financial Counseling Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.8% in Q2 2026, buying an estimated $41.3K and bringing the position to 33,703 shares worth $1.53M. The position accounts for 1.32% of the portfolio, ranked #23.

CDM Financial Counseling Services first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

CDM Financial Counseling Services held 33,703 shares of State Street Utilities Select Sector SPDR ETF worth $1.53M as of Q2 2026.
CDM Financial Counseling Services bought 912 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $41.3K.
State Street Utilities Select Sector SPDR ETF made up 1.32% of CDM Financial Counseling Services's portfolio in Q2 2026, its #23 holding.
CDM Financial Counseling Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.