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First Citizens Financial Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

First Citizens Financial Corp’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
Q3 		$255K Buy
6,476
+568
+10% +$24.7K 0.11% 119
2026
Q2 		$268K Buy
5,908
+1,271
+27% +$57.6K 0.11% 121
2026
Q1 		$213K Buy
+4,637
New +$208K 0.1% 131

Other funds holding XLU

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

First Citizens Financial Corp's XLU Position: Q3 2026 in Review

First Citizens Financial Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.6% in Q3 2026, buying an estimated $24.7K and bringing the position to 6,476 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #119.

First Citizens Financial Corp first reported a position in XLU in Q1 2026 and has held it in 3 quarters since. The position peaked at $268K in Q2 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • First Citizens Financial Corp held 6,476 shares of State Street Utilities Select Sector SPDR ETF worth $255K as of Q3 2026.
  • First Citizens Financial Corp bought 568 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $24.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of First Citizens Financial Corp's portfolio in Q3 2026, its #119 holding.
  • First Citizens Financial Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • First Citizens Financial Corp's State Street Utilities Select Sector SPDR ETF position peaked at $268K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.