David J. Yvars Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

David J. Yvars Group’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 Q3	$774K	Buy	19,546 +38	+0.2%	+$1.65K	0.36%	38
2026 Q2	$893K	Buy	19,508 +33	+0.2%	+$1.5K	0.42%	34
2026 Q1	$894K	Buy	19,475 +35	+0.2%	+$1.57K	0.5%	29
2025 Q4	$833K	Sell	19,440 -598	-3%	-$26.5K	0.44%	31
2025 Q3	$873K	Sell	20,038 -22	-0.1%	-$931	0.47%	29
2025 Q2	$817K	Buy	20,060 +100	+0.5%	+$3.98K	0.48%	30
2025 Q1	$781K	Sell	19,960 -2,760	-12%	-$108K	0.61%	28
2024 Q4	$860K	Buy	22,720 +52	+0.2%	+$2.06K	0.52%	31
2024 Q3	$913K	Buy	22,668 +42	+0.2%	+$1.56K	0.57%	30
2024 Q2	$777K	Buy	22,626 +48	+0.2%	+$1.65K	0.49%	32
2024 Q1	$737K	Buy	22,578 +70	+0.3%	+$2.19K	0.5%	34
2023 Q4	$713K	Buy	22,508 +56	+0.2%	+$1.71K	0.57%	28
2023 Q3	$661K	Sell	22,452 -5,460	-20%	-$176K	0.55%	31
2023 Q2	$906K	Buy	27,912 +54	+0.2%	+$1.82K	0.75%	23
2023 Q1	$938K	Sell	27,858 -164	-0.6%	-$5.56K	0.85%	25
2022 Q4	$995K	Buy	28,022 +54	+0.2%	+$1.84K	1.25%	16
2022 Q3	$930K	Sell	27,968 -246	-0.9%	-$9.01K	1.03%	21
2022 Q2	$996K	Buy	28,214 +48	+0.2%	+$1.74K	1.35%	17
2022 Q1	$1.05M	Buy	28,166 +4,072	+17%	+$141K	0.73%	29
2021 Q4	$860K	Buy	24,094 +8,644	+56%	+$292K	0.53%	27
2021 Q3	$493K	Sell	15,450 -2,356	-13%	-$78.7K	0.29%	48
2021 Q2	$564K	Buy	17,806 +44	+0.2%	+$1.44K	0.32%	48
2021 Q1	$566K	Sell	17,762 -21,140	-54%	-$656K	0.36%	43
2020 Q4	$1.2M	Buy	+38,902	New	+$1.23M	0.82%	22

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

David J. Yvars Group's XLU Position: Q3 2026 in Review

David J. Yvars Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.19% in Q3 2026, buying an estimated $1.65K and bringing the position to 19,546 shares worth $774K. The position accounts for 0.36% of the portfolio, ranked #38.

David J. Yvars Group first reported a position in XLU in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q4 2020. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

David J. Yvars Group held 19,546 shares of State Street Utilities Select Sector SPDR ETF worth $774K as of Q3 2026.
David J. Yvars Group bought 38 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.65K.
State Street Utilities Select Sector SPDR ETF made up 0.36% of David J. Yvars Group's portfolio in Q3 2026, its #38 holding.
David J. Yvars Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
David J. Yvars Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.2M in Q4 2020.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.