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

CRA Financial Services’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 		$1.04M Hold
22,957
– – 0.12% 129
2026
Q1 		$1.05M Hold
22,957
– – 0.14% 117
2025
Q4 		$980K Sell
22,957
-559
-2% -$24.8K 0.13% 119
2025
Q3 		$1.03M Sell
23,516
-650
-3% -$27.5K 0.14% 113
2025
Q2 		$987K Sell
24,166
-700
-3% -$27.9K 0.15% 110
2025
Q1 		$980K Sell
24,866
-254
-1% -$9.92K 0.17% 110
2024
Q4 		$951K Sell
25,120
-250
-1% -$9.92K 0.16% 111
2024
Q3 		$1.02M Buy
25,370
+1,020
+4% +$37.8K 0.19% 97
2024
Q2 		$830K Hold
24,350
– – 0.17% 100
2024
Q1 		$799K Buy
24,350
+4,510
+23% +$141K 0.17% 96
2023
Q4 		$628K Sell
19,840
-150
-0.8% -$4.59K 0.15% 101
2023
Q3 		$589K Hold
19,990
– – 0.16% 98
2023
Q2 		$654K Sell
19,990
-352
-2% -$11.9K 0.18% 94
2023
Q1 		$689K Buy
20,342
+112
+0.6% +$3.8K 0.2% 89
2022
Q4 		$713K Hold
20,230
– – 0.23% 82
2022
Q3 		$663K Hold
20,230
– – 0.24% 79
2022
Q2 		$709K Sell
20,230
-500
-2% -$18.1K 0.24% 83
2022
Q1 		$772K Hold
20,730
– – 0.23% 85
2021
Q4 		$742K Sell
20,730
-800
-4% -$27K 0.22% 82
2021
Q3 		$688K Sell
21,530
-200
-0.9% -$6.68K 0.23% 83
2021
Q2 		$687K Sell
21,730
-400
-2% -$13.1K 0.24% 84
2021
Q1 		$709K Sell
22,130
-500
-2% -$15.5K 0.27% 78
2020
Q4 		$709K Sell
22,630
-1,500
-6% -$47.5K 0.3% 70
2020
Q3 		$716K Hold
24,130
– – 0.34% 63
2020
Q2 		$681K Hold
24,130
– – 0.36% 58
2020
Q1 		$669K Hold
24,130
– – 0.43% 48
2019
Q4 		$780K Hold
24,130
– – 0.43% 52
2019
Q3 		$781K Sell
24,130
-774
-3% -$23.9K 0.47% 48
2019
Q2 		$743K Hold
24,904
– – 0.45% 49
2019
Q1 		$724K Hold
24,904
– – 0.47% 49
2018
Q4 		$659K Buy
+24,904
New +$677K 0.48% 50

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CRA Financial Services's XLU Position: Q2 2026 in Review

CRA Financial Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 22,957 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #129.

CRA Financial Services first reported a position in XLU in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.05M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • CRA Financial Services held 22,957 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q2 2026.
  • CRA Financial Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.12% of CRA Financial Services's portfolio in Q2 2026, its #129 holding.
  • CRA Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.05M in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.