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

Financial Planning Hawaii’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 		$3.09M Hold
68,160
– – 1.66% 13
2026
Q1 		$3.13M Sell
68,160
-200
-0.3% -$8.97K 1.84% 10
2025
Q4 		$2.92M Buy
+68,360
New +$3.03M 1.68% 12

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Planning Hawaii's XLU Position: Q2 2026 in Review

Financial Planning Hawaii held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 68,160 shares worth $3.09M. The position accounts for 1.66% of the portfolio, ranked #13.

Financial Planning Hawaii first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q1 2026. 988 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Financial Planning Hawaii held 68,160 shares of State Street Utilities Select Sector SPDR ETF worth $3.09M as of Q2 2026.
  • Financial Planning Hawaii left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 1.66% of Financial Planning Hawaii's portfolio in Q2 2026, its #13 holding.
  • Financial Planning Hawaii first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's State Street Utilities Select Sector SPDR ETF position peaked at $3.13M in Q1 2026.
  • 988 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.