Coordinated Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Coordinated Financial Services's XLU Position: Q1 2026 in Review
Coordinated Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.28% in Q1 2026, buying an estimated $987 and bringing the position to 7,872 shares worth $361K. The position accounts for 0.21% of the portfolio, ranked #131.
Coordinated Financial Services first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Coordinated Financial Services held 7,872 shares of State Street Utilities Select Sector SPDR ETF worth $361K as of Q1 2026.
- Coordinated Financial Services bought 22 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $987.
- State Street Utilities Select Sector SPDR ETF made up 0.21% of Coordinated Financial Services's portfolio in Q1 2026, its #131 holding.
- Coordinated Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.