COFG Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
COFG Advisors's XLU Position: Q2 2026 in Review
COFG Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 73% in Q2 2026, buying an estimated $172K and bringing the position to 9,035 shares worth $410K. The position accounts for 0.07% of the portfolio, ranked #197.
COFG Advisors 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.
- COFG Advisors held 9,035 shares of State Street Utilities Select Sector SPDR ETF worth $410K as of Q2 2026.
- COFG Advisors bought 3,802 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
- State Street Utilities Select Sector SPDR ETF made up 0.07% of COFG Advisors's portfolio in Q2 2026, its #197 holding.
- COFG Advisors 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 COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.