Florida Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Florida Financial Advisors’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	$2.24M	Sell	49,396 -1,137	-2%	-$51.5K	0.38%	78
2026 Q1	$2.32M	Buy	50,533 +4,698	+10%	+$211K	0.55%	49
2025 Q4	$1.96M	Sell	45,835 -1,329	-3%	-$58.9K	0.53%	45
2025 Q3	$2.06M	Buy	47,164 +10,234	+28%	+$433K	0.64%	34
2025 Q2	$1.51M	Buy	36,930 +17,130	+87%	+$683K	0.5%	41
2025 Q1	$780K	Sell	19,800 -3,156	-14%	-$123K	0.31%	69
2024 Q4	$869K	Buy	22,956 +4,060	+21%	+$161K	0.39%	54
2024 Q3	$763K	Buy	18,896 +6,850	+57%	+$254K	0.39%	54
2024 Q2	$410K	Sell	12,046 -158	-1%	-$5.43K	0.25%	74
2024 Q1	$401K	Buy	12,204 +716	+6%	+$22.4K	0.29%	62
2023 Q4	$363K	Buy	+11,488	New	+$351K	0.34%	56

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Florida Financial Advisors's XLU Position: Q2 2026 in Review

Florida Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, selling an estimated $51.5K and leaving 49,396 shares worth $2.24M. The position accounts for 0.38% of the portfolio, ranked #78.

Florida Financial Advisors first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Florida Financial Advisors held 49,396 shares of State Street Utilities Select Sector SPDR ETF worth $2.24M as of Q2 2026.
Florida Financial Advisors sold 1,137 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $51.5K.
State Street Utilities Select Sector SPDR ETF made up 0.38% of Florida Financial Advisors's portfolio in Q2 2026, its #78 holding.
Florida Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.32M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.