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

Econ 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 Q3	$375K	Sell	9,500 -121,962	-93%	-$5.3M	0.16%	74
2026 Q2	$5.96M	Buy	131,462 +27,759	+27%	+$1.26M	2.79%	10
2026 Q1	$4.76M	Buy	+103,703	New	+$4.65M	2.21%	14
2025 Q2	–	Sell	-32,804	Closed	-$1.29M	–	109
2025 Q1	$1.29M	Buy	32,804 +992	+3%	+$38.8K	0.69%	51
2024 Q4	$1.2M	Buy	+31,812	New	+$1.26M	0.69%	48
2024 Q3	–	Sell	-88,814	Closed	-$3.03M	–	111
2024 Q2	$3.03M	Sell	88,814 -198	-0.2%	-$6.8K	1.88%	13
2024 Q1	$2.92M	Buy	89,012 +36,554	+70%	+$1.14M	1.81%	15
2023 Q4	$1.66M	Buy	+52,458	New	+$1.6M	1.17%	31
2022 Q1	–	Sell	-58,218	Closed	-$2.08M	–	207
2021 Q4	$2.08M	Buy	+58,218	New	+$1.96M	1.54%	20

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Econ Financial Services's XLU Position: Q3 2026 in Review

Econ Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 93% in Q3 2026, selling an estimated $5.3M and leaving 9,500 shares worth $375K. The position accounts for 0.16% of the portfolio, ranked #74.

Econ Financial Services first reported a position in XLU in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.96M in Q2 2026. 975 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Econ Financial Services held 9,500 shares of State Street Utilities Select Sector SPDR ETF worth $375K as of Q3 2026.
Econ Financial Services sold 121,962 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $5.3M.
State Street Utilities Select Sector SPDR ETF made up 0.16% of Econ Financial Services's portfolio in Q3 2026, its #74 holding.
Econ Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 9 quarters since.
Econ Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $5.96M in Q2 2026.
975 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.