FLP Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FLP Wealth Management’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	$605K	Buy	13,343 +257	+2%	+$11.6K	1.08%	31
2026 Q1	$601K	Buy	+13,086	New	+$587K	1.24%	29
2025 Q3	–	Sell	-4,914	Closed	-$201K	–	72
2025 Q2	$201K	Sell	4,914 -162	-3%	-$6.46K	0.56%	57
2025 Q1	$200K	Buy	5,076 +38	+0.8%	+$1.49K	0.64%	51
2024 Q4	$191K	Buy	+5,038	New	+$200K	0.49%	48

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

FLP Wealth Management's XLU Position: Q2 2026 in Review

FLP Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q2 2026, buying an estimated $11.6K and bringing the position to 13,343 shares worth $605K. The position accounts for 1.08% of the portfolio, ranked #31.

FLP Wealth Management first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

FLP Wealth Management held 13,343 shares of State Street Utilities Select Sector SPDR ETF worth $605K as of Q2 2026.
FLP Wealth Management bought 257 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11.6K.
State Street Utilities Select Sector SPDR ETF made up 1.08% of FLP Wealth Management's portfolio in Q2 2026, its #31 holding.
FLP Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.