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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Econ Financial Services's XLU Position: Q2 2026 in Review

Econ Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, buying an estimated $1.26M and bringing the position to 131,462 shares worth $5.96M. The position accounts for 2.79% of the portfolio, ranked #10.

Econ Financial Services first reported a position in XLU in Q4 2021 and has held it in 8 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Econ Financial Services held 131,462 shares of State Street Utilities Select Sector SPDR ETF worth $5.96M as of Q2 2026.
Econ Financial Services bought 27,759 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.26M.
State Street Utilities Select Sector SPDR ETF made up 2.79% of Econ Financial Services's portfolio in Q2 2026, its #10 holding.
Econ Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 8 quarters since.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.