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

DecisionPoint Financial’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	$129K	Buy	3,244 +3,208	+8,911%	+$139K	0.02%	92
2026 Q2	$1.61K	Hold	36	–	–	﹤0.01%	348
2026 Q1	$1.65K	Hold	36	–	–	﹤0.01%	290
2025 Q4	$1.54K	Hold	36	–	–	﹤0.01%	360
2025 Q3	$1.58K	Buy	+36	New	+$1.52K	﹤0.01%	264

Other funds holding XLU

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

DecisionPoint Financial's XLU Position: Q3 2026 in Review

DecisionPoint Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8,911% in Q3 2026, buying an estimated $139K and bringing the position to 3,244 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #92.

DecisionPoint Financial first reported a position in XLU in Q3 2025 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

DecisionPoint Financial held 3,244 shares of State Street Utilities Select Sector SPDR ETF worth $129K as of Q3 2026.
DecisionPoint Financial bought 3,208 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $139K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of DecisionPoint Financial's portfolio in Q3 2026, its #92 holding.
DecisionPoint Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
539 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.