Christensen King & Associates Investment Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Christensen King & Associates Investment 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	$373K	Hold	8,236	–	–	0.15%	73
2026 Q1	$378K	Hold	8,236	–	–	0.16%	71
2025 Q4	$352K	Buy	8,236 +452	+6%	+$20K	0.15%	73
2025 Q3	$339K	Sell	7,784 -118	-1%	-$4.99K	0.15%	77
2025 Q2	$323K	Buy	7,902 +266	+3%	+$10.6K	0.15%	77
2025 Q1	$294K	Hold	7,636	–	–	0.14%	81
2024 Q4	$292K	Hold	7,636	–	–	0.14%	78
2024 Q3	$308K	Sell	7,636 -430	-5%	-$16K	0.15%	78
2024 Q2	$275K	Hold	8,066	–	–	0.14%	80
2024 Q1	$265K	Buy	8,066 +154	+2%	+$4.81K	0.13%	86
2023 Q4	$251K	Buy	+7,912	New	+$242K	0.13%	85

Other funds holding XLU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Christensen King & Associates Investment Services's XLU Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 8,236 shares worth $373K. The position accounts for 0.15% of the portfolio, ranked #73.

Christensen King & Associates Investment Services first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $378K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Christensen King & Associates Investment Services held 8,236 shares of State Street Utilities Select Sector SPDR ETF worth $373K as of Q2 2026.
Christensen King & Associates Investment Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #73 holding.
Christensen King & Associates Investment Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's State Street Utilities Select Sector SPDR ETF position peaked at $378K in Q1 2026.
1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.