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

First Financial Group’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	$292K	Buy	7,406 +43	+0.6%	+$1.87K	0.22%	64
2026 Q2	$334K	Sell	7,363 -69	-0.9%	-$3.12K	0.24%	59
2026 Q1	$341K	Sell	7,432 -264	-3%	-$11.8K	0.28%	57
2025 Q4	$329K	Sell	7,696 -182	-2%	-$8.06K	0.28%	54
2025 Q3	$344K	Buy	7,878 +342	+5%	+$14.5K	0.3%	53
2025 Q2	$308K	Sell	7,536 -136	-2%	-$5.42K	0.3%	51
2025 Q1	$302K	Sell	7,672 -164	-2%	-$6.41K	0.34%	46
2024 Q4	$297K	Buy	+7,836	New	+$311K	0.33%	46

Other funds holding XLU

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

First Financial Group's XLU Position: Q3 2026 in Review

First Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.58% in Q3 2026, buying an estimated $1.87K and bringing the position to 7,406 shares worth $292K. The position accounts for 0.22% of the portfolio, ranked #64.

First Financial Group first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $344K in Q3 2025. 695 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

First Financial Group held 7,406 shares of State Street Utilities Select Sector SPDR ETF worth $292K as of Q3 2026.
First Financial Group bought 43 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.87K.
State Street Utilities Select Sector SPDR ETF made up 0.22% of First Financial Group's portfolio in Q3 2026, its #64 holding.
First Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
First Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $344K in Q3 2025.
695 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.