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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Define Financial's XLU Position: Q2 2026 in Review

Define Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.62% in Q2 2026, buying an estimated $1.27K and bringing the position to 4,566 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #46.

Define Financial first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Define Financial held 4,566 shares of State Street Utilities Select Sector SPDR ETF worth $207K as of Q2 2026.
  • Define Financial bought 28 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.27K.
  • State Street Utilities Select Sector SPDR ETF made up 0.1% of Define Financial's portfolio in Q2 2026, its #46 holding.
  • Define Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Define Financial's State Street Utilities Select Sector SPDR ETF position peaked at $208K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.