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

Focus Financial Network’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	$3.81M	Buy	84,003 +4,432	+6%	+$201K	0.12%	139
2026 Q1	$3.65M	Sell	79,571 -266	-0.3%	-$11.9K	0.13%	134
2025 Q4	$3.41M	Buy	79,837 +4,841	+6%	+$214K	0.12%	137
2025 Q3	$3.27M	Buy	74,996 +1,434	+2%	+$60.7K	0.12%	142
2025 Q2	$3M	Buy	73,562 +10,898	+17%	+$434K	0.12%	145
2025 Q1	$2.47M	Sell	62,664 -21,064	-25%	-$823K	0.1%	155
2024 Q4	$3.17M	Buy	83,728 +28,024	+50%	+$1.11M	0.13%	130
2024 Q3	$2.25M	Buy	55,704 +6,106	+12%	+$227K	0.09%	172
2024 Q2	$1.74M	Sell	49,598 -4,742	-9%	-$163K	0.07%	191
2024 Q1	$1.75M	Sell	54,340 -19,046	-26%	-$595K	0.09%	181
2023 Q4	$2.32M	Buy	73,386 +13,006	+22%	+$398K	0.09%	191
2023 Q3	$1.78M	Sell	60,380 -5,452	-8%	-$176K	0.1%	155
2023 Q2	$2.15M	Sell	65,832 -10,378	-14%	-$349K	0.12%	141
2023 Q1	$2.58M	Sell	76,210 -4,884	-6%	-$166K	0.16%	121
2022 Q4	$2.86M	Sell	81,094 -28,686	-26%	-$975K	0.23%	90
2022 Q3	$3.6M	Sell	109,780 -8,168	-7%	-$299K	0.31%	66
2022 Q2	$4.14M	Buy	117,948 +52,980	+82%	+$1.92M	0.34%	61
2022 Q1	$2.42M	Buy	+64,968	New	+$2.25M	0.17%	107
2021 Q1	–	Sell	-69,112	Closed	-$2.17M	–	564
2020 Q4	$2.17M	Sell	69,112 -6,818	-9%	-$216K	0.19%	104
2020 Q3	$2.25M	Sell	75,930 -5,508	-7%	-$163K	0.21%	104
2020 Q2	$2.3M	Buy	81,438 +2,334	+3%	+$67.3K	0.26%	85
2020 Q1	$2.19M	Buy	79,104 +8,224	+12%	+$263K	0.29%	78
2019 Q4	$2.29M	Buy	70,880 +7,278	+11%	+$231K	0.28%	77
2019 Q3	$2.06M	Buy	63,602 +10,016	+19%	+$309K	0.29%	73
2019 Q2	$1.6M	Sell	53,586 -121,230	-69%	-$3.56M	0.24%	90
2019 Q1	$5.08M	Buy	+174,816	New	+$4.86M	0.82%	26

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

Focus Financial Network's XLU Position: Q2 2026 in Review

Focus Financial Network increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.6% in Q2 2026, buying an estimated $201K and bringing the position to 84,003 shares worth $3.81M. The position accounts for 0.12% of the portfolio, ranked #139.

Focus Financial Network first reported a position in XLU in Q1 2019 and has held it in 26 quarters since. The position peaked at $5.08M in Q1 2019. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Focus Financial Network held 84,003 shares of State Street Utilities Select Sector SPDR ETF worth $3.81M as of Q2 2026.
Focus Financial Network bought 4,432 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Focus Financial Network's portfolio in Q2 2026, its #139 holding.
Focus Financial Network first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
Focus Financial Network's State Street Utilities Select Sector SPDR ETF position peaked at $5.08M in Q1 2019.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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