Focus Partners Advisor Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Focus Partners Advisor Solutions’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	$443K	Buy	9,775 +2,196	+29%	+$99.5K	﹤0.01%	856
2026 Q1	$348K	Sell	7,579 -2,698	-26%	-$121K	﹤0.01%	920
2025 Q4	$439K	Buy	10,277 +2,509	+32%	+$111K	0.01%	754
2025 Q3	$342K	Buy	7,768 +1,490	+24%	+$63K	﹤0.01%	864
2025 Q2	$256K	Sell	6,278 -356	-5%	-$14.2K	﹤0.01%	928
2025 Q1	$262K	Buy	6,634 +1,184	+22%	+$46.3K	﹤0.01%	812
2024 Q4	$206K	Buy	5,450 +12	+0.2%	+$476	﹤0.01%	726
2024 Q3	$220K	Buy	+5,438	New	+$202K	﹤0.01%	693

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 Partners Advisor Solutions's XLU Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 29% in Q2 2026, buying an estimated $99.5K and bringing the position to 9,775 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Focus Partners Advisor Solutions first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Focus Partners Advisor Solutions held 9,775 shares of State Street Utilities Select Sector SPDR ETF worth $443K as of Q2 2026.
Focus Partners Advisor Solutions bought 2,196 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $99.5K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #856 holding.
Focus Partners Advisor Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.