CF
XLU icon

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

Clarity 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 		$11M Buy
242,052
+58,392
+32% +$2.64M 0.93% 34
2026
Q1 		$8.43M Sell
183,660
-4,431
-2% -$199K 0.92% 34
2025
Q4 		$8.03M Sell
188,091
-125,667
-40% -$5.57M 0.74% 35
2025
Q3 		$13.7M Sell
313,758
-28,858
-8% -$1.22M 1.36% 31
2025
Q2 		$14M Buy
342,616
+20,894
+6% +$833K 1.51% 29
2025
Q1 		$12.7M Buy
321,722
+16,132
+5% +$630K 1.46% 29
2024
Q4 		$11.6M Buy
305,590
+58,566
+24% +$2.32M 1.38% 27
2024
Q3 		$9.98M Buy
247,024
+6,798
+3% +$252K 1.16% 29
2024
Q2 		$8.18M Buy
240,226
+382
+0.2% +$13.1K 1.21% 31
2024
Q1 		$7.87M Sell
239,844
-2,780
-1% -$86.8K 1.19% 32
2023
Q4 		$7.68M Sell
242,624
-5,744
-2% -$176K 1.33% 27
2023
Q3 		$7.32M Buy
248,368
+8,018
+3% +$258K 1.23% 32
2023
Q2 		$7.86M Buy
+240,350
New +$8.09M 1.12% 25
2023
Q1 		– Sell
-252,996
Closed -$8.92M – 104
2022
Q4 		$8.92M Buy
252,996
+78,418
+45% +$2.67M 1.72% 12
2022
Q3 		$5.72M Sell
174,578
-55,700
-24% -$2.04M 1.34% 21
2022
Q2 		$8.07M Sell
230,278
-47,956
-17% -$1.74M 1.75% 18
2022
Q1 		$10.4M Sell
278,234
-5,870
-2% -$203K 2.1% 13
2021
Q4 		$10.2M Sell
284,104
-1,480
-0.5% -$49.9K 1.59% 18
2021
Q3 		$9.12M Buy
285,584
+141,488
+98% +$4.73M 1.48% 16
2021
Q2 		$4.56M Buy
144,096
+75,210
+109% +$2.46M 0.88% 32
2021
Q1 		$2.21M Sell
68,886
-279,156
-80% -$8.66M 0.45% 51
2020
Q4 		$10.9M Buy
+348,042
New +$11M 2.61% 10

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
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
WA
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Financial's XLU Position: Q2 2026 in Review

Clarity Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q2 2026, buying an estimated $2.64M and bringing the position to 242,052 shares worth $11M. The position accounts for 0.93% of the portfolio, ranked #34.

Clarity Financial first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $14M in Q2 2025. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Clarity Financial held 242,052 shares of State Street Utilities Select Sector SPDR ETF worth $11M as of Q2 2026.
  • Clarity Financial bought 58,392 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.64M.
  • State Street Utilities Select Sector SPDR ETF made up 0.93% of Clarity Financial's portfolio in Q2 2026, its #34 holding.
  • Clarity Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Clarity Financial's State Street Utilities Select Sector SPDR ETF position peaked at $14M in Q2 2025.
  • 968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.