Family Investment Center’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Family Investment Center’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	Buy	33,555 +8,448	+34%	+$383K	0.25%	32
2026 Q1	$1.15M	Buy	25,107 +4,191	+20%	+$188K	0.22%	33
2025 Q4	$893K	Buy	20,916 +1,050	+5%	+$46.5K	0.18%	34
2025 Q3	$866K	Buy	19,866 +7,364	+59%	+$312K	0.18%	36
2025 Q2	$510K	Sell	12,502 -1,412	-10%	-$56.3K	0.12%	52
2025 Q1	$549K	Buy	13,914 +7,540	+118%	+$295K	0.13%	50
2024 Q4	$241K	Buy	6,374 +282	+5%	+$11.2K	0.06%	79
2024 Q3	$246K	Buy	6,092 +128	+2%	+$4.75K	0.06%	78
2024 Q2	$203K	Buy	+5,964	New	+$205K	0.06%	83
2024 Q1	–	Sell	-7,028	Closed	-$223K	–	86
2023 Q4	$223K	Sell	7,028 -1,636	-19%	-$50K	0.11%	68
2023 Q3	$255K	Sell	8,664 -5,200	-38%	-$168K	0.15%	45
2023 Q2	$454K	Sell	13,864 -4,620	-25%	-$156K	0.29%	28
2023 Q1	$626K	Sell	18,484 -102,776	-85%	-$3.48M	0.43%	25
2022 Q4	$4.27M	Buy	+121,260	New	+$4.12M	3.12%	7

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

Family Investment Center's XLU Position: Q2 2026 in Review

Family Investment Center increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 34% in Q2 2026, buying an estimated $383K and bringing the position to 33,555 shares worth $1.52M. The position accounts for 0.25% of the portfolio, ranked #32.

Family Investment Center first reported a position in XLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.27M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Family Investment Center held 33,555 shares of State Street Utilities Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Family Investment Center bought 8,448 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $383K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Family Investment Center's portfolio in Q2 2026, its #32 holding.
Family Investment Center first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Family Investment Center's State Street Utilities Select Sector SPDR ETF position peaked at $4.27M in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.