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

Financial Perspectives’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	$6.44K	Hold	142	–	–	﹤0.01%	585
2026 Q1	$6.52K	Hold	142	–	–	﹤0.01%	568
2025 Q4	$6.06K	Hold	142	–	–	﹤0.01%	572
2025 Q3	$6.19K	Hold	142	–	–	﹤0.01%	564
2025 Q2	$5.8K	Hold	142	–	–	﹤0.01%	562
2025 Q1	$5.6K	Hold	142	–	–	﹤0.01%	558
2024 Q4	$5.37K	Hold	142	–	–	﹤0.01%	562
2024 Q3	$5.74K	Hold	142	–	–	﹤0.01%	515
2024 Q2	$4.84K	Hold	142	–	–	﹤0.01%	519
2024 Q1	$4.66K	Hold	142	–	–	﹤0.01%	518
2023 Q4	$4.5K	Sell	142 -54	-28%	-$1.65K	﹤0.01%	537
2023 Q3	$5.78K	Buy	196 +54	+38%	+$1.74K	﹤0.01%	503
2023 Q2	$4.65K	Hold	142	–	–	﹤0.01%	523
2023 Q1	$4.81K	Hold	142	–	–	﹤0.01%	514
2022 Q4	$5.01K	Hold	142	–	–	﹤0.01%	512
2022 Q3	$4.65K	Hold	142	–	–	﹤0.01%	512
2022 Q2	$4.98K	Hold	142	–	–	﹤0.01%	517
2022 Q1	$5.29K	Hold	142	–	–	﹤0.01%	533
2021 Q4	$5.08K	Hold	142	–	–	﹤0.01%	511
2021 Q3	$4.54K	Hold	142	–	–	﹤0.01%	527
2021 Q2	$4.49K	Sell	142 -8,952	-98%	-$293K	﹤0.01%	554
2021 Q1	$71K	Buy	9,094 +8,952	+6,304%	+$278K	﹤0.01%	534
2020 Q4	$4.45K	Hold	142	–	–	﹤0.01%	487
2020 Q3	$4.22K	Hold	142	–	–	﹤0.01%	439
2020 Q2	$4.01K	Hold	142	–	–	﹤0.01%	430
2020 Q1	$3.93K	Hold	142	–	–	﹤0.01%	403
2019 Q4	$4.59K	Buy	+142	New	+$4.51K	﹤0.01%	400

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 Perspectives's XLU Position: Q2 2026 in Review

Financial Perspectives held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 142 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Financial Perspectives first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $71K in Q1 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Financial Perspectives held 142 shares of State Street Utilities Select Sector SPDR ETF worth $6.44K as of Q2 2026.
Financial Perspectives left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #585 holding.
Financial Perspectives first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's State Street Utilities Select Sector SPDR ETF position peaked at $71K in Q1 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.