Financial Partners Group (Kansas)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial Partners Group (Kansas)’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	$250K	Sell	5,515 -19	-0.3%	-$861	0.03%	223
2026 Q1	$254K	Buy	5,534 +3	+0.1%	+$135	0.03%	202
2025 Q4	$239K	Buy	5,531 +471	+9%	+$20.9K	0.03%	209
2025 Q3	$221K	Hold	5,060	–	–	0.03%	203
2025 Q2	$207K	Buy	+5,060	New	+$202K	0.03%	194
2024 Q4	–	Sell	-9,984	Closed	-$403K	–	201
2024 Q3	$403K	Buy	+9,984	New	+$370K	0.06%	123
2023 Q3	–	Sell	-70,772	Closed	-$2.26M	–	176
2023 Q2	$2.26M	Sell	70,772 -25,374	-26%	-$854K	0.46%	38
2023 Q1	$3.25M	Sell	96,146 -1,340	-1%	-$45.4K	0.72%	35
2022 Q4	$3.32M	Buy	97,486 +14,270	+17%	+$485K	0.73%	34
2022 Q3	$2.73M	Buy	83,216 +49,366	+146%	+$1.81M	0.72%	31
2022 Q2	$1.19M	Buy	33,850 +3,366	+11%	+$122K	0.3%	43
2022 Q1	$1.14M	Buy	30,484 +2,248	+8%	+$77.9K	0.25%	55
2021 Q4	$978K	Sell	28,236 -8	-0%	-$270	0.21%	62
2021 Q3	$902K	Sell	28,244 -524	-2%	-$17.5K	0.21%	65
2021 Q2	$910K	Buy	+28,768	New	+$942K	0.23%	57

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 Partners Group (Kansas)'s XLU Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.34% in Q2 2026, selling an estimated $861 and leaving 5,515 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #223.

Financial Partners Group (Kansas) first reported a position in XLU in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.32M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Financial Partners Group (Kansas) held 5,515 shares of State Street Utilities Select Sector SPDR ETF worth $250K as of Q2 2026.
Financial Partners Group (Kansas) sold 19 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $861.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #223 holding.
Financial Partners Group (Kansas) first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
Financial Partners Group (Kansas)'s State Street Utilities Select Sector SPDR ETF position peaked at $3.32M 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 Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.