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

Focus Partners Wealth’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	$106M	Sell	2,337,916 -1,614,118	-41%	-$73.1M	0.11%	184
2026 Q1	$181M	Buy	3,952,034 +1,504,275	+61%	+$67.5M	0.2%	109
2025 Q4	$104M	Sell	2,447,759 -59,785	-2%	-$2.65M	0.12%	176
2025 Q3	$109M	Buy	2,507,544 +2,101,522	+518%	+$88.9M	0.18%	107
2025 Q2	$16.6M	Buy	406,022 +30,044	+8%	+$1.2M	0.04%	398
2025 Q1	$14.8M	Buy	375,978 +30,976	+9%	+$1.21M	0.04%	389
2024 Q4	$13.1M	Buy	345,002 +282,246	+450%	+$11.2M	0.03%	402
2024 Q3	$2.53M	Sell	62,756 -213,910	-77%	-$7.94M	0.01%	724
2024 Q2	$9.43M	Buy	276,666 +196,110	+243%	+$6.74M	0.03%	395
2024 Q1	$2.64M	Buy	80,556 +70,832	+728%	+$2.21M	0.02%	437
2023 Q4	$308K	Buy	+9,724	New	+$297K	﹤0.01%	664

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 Wealth's XLU Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, selling an estimated $73.1M and leaving 2,337,916 shares worth $106M. The position accounts for 0.11% of the portfolio, ranked #184.

Focus Partners Wealth first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $181M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Focus Partners Wealth held 2,337,916 shares of State Street Utilities Select Sector SPDR ETF worth $106M as of Q2 2026.
Focus Partners Wealth sold 1,614,118 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.1M.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #184 holding.
Focus Partners Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $181M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.