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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

First Citizens Financial Corp's XLU Position: Q2 2026 in Review

First Citizens Financial Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, buying an estimated $57.6K and bringing the position to 5,908 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #121.

First Citizens Financial Corp first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • First Citizens Financial Corp held 5,908 shares of State Street Utilities Select Sector SPDR ETF worth $268K as of Q2 2026.
  • First Citizens Financial Corp bought 1,271 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $57.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of First Citizens Financial Corp's portfolio in Q2 2026, its #121 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 2 quarters since.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.