ClientFirst Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

ClientFirst Wealth 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	$447K	Hold	9,848	–	–	0.37%	28
2026 Q1	$452K	Hold	9,848	–	–	0.38%	26
2025 Q4	$420K	Hold	9,848	–	–	0.34%	28
2025 Q3	$429K	Hold	9,848	–	–	0.34%	29
2025 Q2	$402K	Sell	9,848 -1,000	-9%	-$39.8K	0.41%	26
2025 Q1	$428K	Buy	10,848 +1,000	+10%	+$39.1K	0.48%	21
2024 Q4	$373K	Buy	+9,848	New	+$391K	0.38%	27
2022 Q3	–	Sell	-7,780	Closed	-$273K	–	29
2022 Q2	$273K	Hold	7,780	–	–	0.42%	25
2022 Q1	$289K	Hold	7,780	–	–	0.27%	23
2021 Q4	$285K	Buy	+7,780	New	+$262K	0.26%	23

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

ClientFirst Wealth Management's XLU Position: Q2 2026 in Review

ClientFirst Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 9,848 shares worth $447K. The position accounts for 0.37% of the portfolio, ranked #28.

ClientFirst Wealth Management first reported a position in XLU in Q4 2021 and has held it in 10 quarters since. The position peaked at $452K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

ClientFirst Wealth Management held 9,848 shares of State Street Utilities Select Sector SPDR ETF worth $447K as of Q2 2026.
ClientFirst Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.37% of ClientFirst Wealth Management's portfolio in Q2 2026, its #28 holding.
ClientFirst Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
ClientFirst Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $452K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.