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

Evernest Financial Advisors’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	$1.52M	Sell	33,574 -742	-2%	-$33.6K	0.32%	50
2026 Q1	$1.59M	Buy	34,316 +2,219	+7%	+$99.6K	0.33%	45
2025 Q4	$1.4M	Sell	32,097 -3,687	-10%	-$163K	0.29%	51
2025 Q3	$1.56M	Buy	35,784 +214	+0.6%	+$9.05K	0.44%	44
2025 Q2	$1.45M	Buy	35,570 +3,826	+12%	+$152K	0.47%	45
2025 Q1	$1.25M	Buy	31,744 +482	+2%	+$18.8K	0.45%	49
2024 Q4	$1.18M	Buy	31,262 +2,988	+11%	+$119K	0.31%	54
2024 Q3	$1.14M	Buy	28,274 +16,252	+135%	+$603K	0.31%	55
2024 Q2	$410K	Buy	12,022 +1,482	+14%	+$50.9K	0.18%	94
2024 Q1	$345K	Sell	10,540 -182	-2%	-$5.68K	0.16%	96
2023 Q4	$340K	Buy	+10,722	New	+$328K	0.17%	103
2021 Q4	$322K	Buy	+10,694	New	+$361K	0.17%	98

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

Evernest Financial Advisors's XLU Position: Q2 2026 in Review

Evernest Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.2% in Q2 2026, selling an estimated $33.6K and leaving 33,574 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #50.

Evernest Financial Advisors first reported a position in XLU in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.59M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evernest Financial Advisors held 33,574 shares of State Street Utilities Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Evernest Financial Advisors sold 742 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $33.6K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Evernest Financial Advisors's portfolio in Q2 2026, its #50 holding.
Evernest Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.59M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.