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Client First Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Client First Investment Management’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 		– Sell
-41,208
Closed -$1.89M – 34
2026
Q1 		$1.89M Buy
+41,208
New +$1.85M 0.98% 11

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Client First Investment Management's XLU Position: Q2 2026 in Review

Client First Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 41,208 shares — an estimated $1.89M sold.

Client First Investment Management first reported a position in XLU in Q1 2026 and held it in 1 quarter. The position peaked at $1.89M in Q1 2026. 264 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Client First Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Client First Investment Management sold 41,208 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.89M.
  • Client First Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Client First Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.89M in Q1 2026.
  • 264 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.