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

Financial Enhancement 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	–	Sell	-157,255	Closed	-$7.26M	–	146
2026 Q1	$7.26M	Buy	+157,255	New	+$7.06M	0.9%	41
2025 Q3	–	Sell	-158,406	Closed	-$6.53M	–	141
2025 Q2	$6.53M	Buy	+158,406	New	+$6.31M	0.93%	35
2020 Q3	–	Sell	-872	Closed	-$25K	–	283
2020 Q2	$25K	Hold	872	–	–	0.01%	151
2020 Q1	$24K	Hold	872	–	–	0.01%	157
2019 Q4	$28K	Hold	872	–	–	0.01%	152
2019 Q3	$28K	Hold	872	–	–	0.01%	153
2019 Q2	$26K	Buy	872 +26	+3%	+$764	0.01%	153
2019 Q1	$25K	Sell	846 -62	-7%	-$1.72K	0.01%	165
2018 Q4	$24K	Hold	908	–	–	0.01%	153
2018 Q3	$24K	Buy	+908	New	+$24.1K	0.01%	153
2018 Q1	–	Sell	-18,472	Closed	-$487K	–	266
2017 Q4	$487K	Buy	18,472 +4,056	+28%	+$111K	0.18%	61
2017 Q3	$382K	Buy	+14,416	New	+$387K	0.15%	54
2016 Q4	–	Sell	-170,060	Closed	-$4.17M	–	67
2016 Q3	$4.17M	Buy	170,060 +28,052	+20%	+$712K	2.26%	17
2016 Q2	$3.73M	Buy	142,008 +132,438	+1,384%	+$3.26M	2.28%	18
2016 Q1	$237K	Buy	+9,570	New	+$221K	0.15%	38

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

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

Financial Enhancement Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 157,255 shares — an estimated $7.26M sold.

Financial Enhancement Group first reported a position in XLU in Q1 2016 and held it in 15 quarters. The position peaked at $7.26M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Financial Enhancement Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Financial Enhancement Group sold 157,255 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.26M.
Financial Enhancement Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 15 quarters.
Financial Enhancement Group's State Street Utilities Select Sector SPDR ETF position peaked at $7.26M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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