Financial Management Professionals’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial Management Professionals’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	$32.8K	Buy	723 +167	+30%	+$7.56K	﹤0.01%	351
2026 Q1	$25.5K	Buy	+556	New	+$24.9K	﹤0.01%	347
2025 Q1	–	Sell	-926	Closed	-$35K	–	1053
2024 Q4	$35K	Hold	926	–	–	﹤0.01%	317
2024 Q3	$37K	Buy	+926	New	+$34.4K	﹤0.01%	308
2023 Q1	–	Sell	-250	Closed	-$9K	–	1164
2022 Q4	$9K	Sell	250 -77,706	-100%	-$2.64M	﹤0.01%	537
2022 Q3	$2.55M	Sell	77,956 -4,482	-5%	-$164K	0.58%	32
2022 Q2	$2.89M	Buy	82,438 +81,866	+14,312%	+$2.96M	0.7%	30
2022 Q1	$21K	Buy	+572	New	+$19.8K	﹤0.01%	354
2021 Q4	–	Sell	-97,808	Closed	-$3.12M	–	1112
2021 Q3	$3.12M	Buy	+97,808	New	+$3.27M	0.72%	31
2020 Q1	–	Sell	-65,600	Closed	-$2.12M	–	379
2019 Q4	$2.12M	Buy	+65,600	New	+$2.08M	0.7%	23
2016 Q3	–	Sell	-16	Closed	–	–	434
2016 Q2	$0	Buy	+16	New	+$394	﹤0.01%	455
2015 Q2	–	Sell	-119,158	Closed	-$2.65M	–	291
2015 Q1	$2.65M	Buy	+119,158	New	+$2.75M	1.24%	19
2014 Q2	–	Sell	-622	Closed	-$13K	–	267
2014 Q1	$13K	Hold	622	–	–	0.01%	157
2013 Q4	$12K	Hold	622	–	–	0.01%	164
2013 Q3	$12K	Hold	622	–	–	0.01%	166
2013 Q2	$12K	Buy	+622	New	+$12.2K	0.01%	161

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 Management Professionals's XLU Position: Q2 2026 in Review

Financial Management Professionals increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 30% in Q2 2026, buying an estimated $7.56K and bringing the position to 723 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Financial Management Professionals first reported a position in XLU in Q2 2013 and has held it in 16 quarters since. The position peaked at $3.12M in Q3 2021. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Financial Management Professionals held 723 shares of State Street Utilities Select Sector SPDR ETF worth $32.8K as of Q2 2026.
Financial Management Professionals bought 167 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.56K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #351 holding.
Financial Management Professionals first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 16 quarters since.
Financial Management Professionals's State Street Utilities Select Sector SPDR ETF position peaked at $3.12M in Q3 2021.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.