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 Q2	$334K	Sell	7,363 -69	-0.9%	-$3.13K	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 $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

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Financial Group's XLU Position: Q2 2026 in Review

First Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.93% in Q2 2026, selling an estimated $3.13K and leaving 7,363 shares worth $334K. The position accounts for 0.24% of the portfolio, ranked #59.

First Financial Group first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q3 2025. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

First Financial Group held 7,363 shares of State Street Utilities Select Sector SPDR ETF worth $334K as of Q2 2026.
First Financial Group sold 69 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13K.
State Street Utilities Select Sector SPDR ETF made up 0.24% of First Financial Group's portfolio in Q2 2026, its #59 holding.
First Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
First Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $344K in Q3 2025.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on First Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.