Financial Discovery Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Financial Discovery Group's XLU Position: Q2 2026 in Review
Financial Discovery Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q2 2026, buying an estimated $162K and bringing the position to 69,100 shares worth $3.13M. The position accounts for 6.68% of the portfolio, ranked #6.
Financial Discovery Group first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Financial Discovery Group held 69,100 shares of State Street Utilities Select Sector SPDR ETF worth $3.13M as of Q2 2026.
- Financial Discovery Group bought 3,582 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $162K.
- State Street Utilities Select Sector SPDR ETF made up 6.68% of Financial Discovery Group's portfolio in Q2 2026, its #6 holding.
- Financial Discovery Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Financial Discovery Group's 13F filing for Q2 2026, filed 23 Jul 2026.