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

Ethos Financial Group’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	$17.1M	Sell	378,187 -19,547	-5%	-$885K	1.15%	16
2026 Q1	$17M	Hold	397,734	–	–	1.24%	15
2025 Q4	$17M	Sell	397,734 -10,234	-3%	-$453K	1.25%	15
2025 Q3	$17.8M	Buy	407,968 +2,894	+0.7%	+$122K	1.4%	15
2025 Q2	$16.5M	Sell	405,074 -430	-0.1%	-$17.1K	1.42%	15
2025 Q1	$16M	Buy	+405,504	New	+$15.8M	1.53%	14
2023 Q4	–	Sell	-26,712	Closed	-$787K	–	300
2023 Q3	$787K	Buy	+26,712	New	+$861K	0.2%	69

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ethos Financial Group's XLU Position: Q2 2026 in Review

Ethos Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q2 2026, selling an estimated $885K and leaving 378,187 shares worth $17.1M. The position accounts for 1.15% of the portfolio, ranked #16.

Ethos Financial Group first reported a position in XLU in Q3 2023 and has held it in 7 quarters since. The position peaked at $17.8M in Q3 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ethos Financial Group held 378,187 shares of State Street Utilities Select Sector SPDR ETF worth $17.1M as of Q2 2026.
Ethos Financial Group sold 19,547 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $885K.
State Street Utilities Select Sector SPDR ETF made up 1.15% of Ethos Financial Group's portfolio in Q2 2026, its #16 holding.
Ethos Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
Ethos Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $17.8M in Q3 2025.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.