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

Define 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	–	Sell	-4,566	Closed	-$207K	–	54
2026 Q2	$207K	Buy	4,566 +28	+0.6%	+$1.27K	0.1%	46
2026 Q1	$208K	Buy	+4,538	New	+$204K	0.11%	39

Other funds holding XLU

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Define Financial's XLU Position: Q3 2026 in Review

Define Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 4,566 shares — an estimated $207K sold.

Define Financial first reported a position in XLU in Q1 2026 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 782 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Define Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Define Financial sold 4,566 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $207K.
Define Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
Define Financial's State Street Utilities Select Sector SPDR ETF position peaked at $208K in Q1 2026.
782 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.