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

Fluent Financial’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	–	Sell	-47,337	Closed	-$2.2M	–	67
2026 Q1	$2.2M	Sell	47,337 -197,039	-81%	-$8.84M	0.8%	29
2025 Q4	$10.4M	Buy	244,376 +188,196	+335%	+$8.33M	3.98%	7
2025 Q3	$2.45M	Sell	56,180 -11,444	-17%	-$484K	0.96%	29
2025 Q2	$2.76M	Sell	67,624 -85,834	-56%	-$3.42M	1.14%	25
2025 Q1	$6.05M	Buy	153,458 +27,834	+22%	+$1.09M	2.64%	10
2024 Q4	$4.75M	Buy	+125,624	New	+$4.99M	2.1%	12

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

Fluent Financial's XLU Position: Q2 2026 in Review

Fluent Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 47,337 shares — an estimated $2.2M sold.

Fluent Financial first reported a position in XLU in Q4 2024 and held it in 6 quarters. The position peaked at $10.4M in Q4 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fluent Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Fluent Financial sold 47,337 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.2M.
Fluent Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Fluent Financial's State Street Utilities Select Sector SPDR ETF position peaked at $10.4M in Q4 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fluent Financial's 13F filing for Q2 2026, filed 9 Jul 2026.