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Encompass More Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Encompass More Asset Management’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 		$626K Buy
13,800
+2,900
+27% +$131K 0.09% 136
2026
Q1 		$500K Buy
+10,900
New +$489K 0.08% 135

Other funds holding XLU

Truist Financial
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
WA
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Encompass More Asset Management's XLU Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 44% in Q2 2026, selling an estimated $3.88M and leaving 107,412 shares worth $4.87M. The position accounts for 0.71% of the portfolio, ranked #35.

Encompass More Asset Management first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.86M in Q1 2026. 605 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Encompass More Asset Management held 107,412 shares of State Street Utilities Select Sector SPDR ETF worth $4.87M as of Q2 2026.
  • Encompass More Asset Management sold 85,767 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.88M.
  • State Street Utilities Select Sector SPDR ETF made up 0.71% of Encompass More Asset Management's portfolio in Q2 2026, its #35 holding.
  • Encompass More Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Encompass More Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.86M in Q1 2026.
  • 605 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.