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

Foronjy 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	$2.16M	Buy	47,647 +4,297	+10%	+$195K	0.79%	27
2026 Q1	$1.99M	Buy	43,350 +2,072	+5%	+$93K	0.83%	25
2025 Q4	$1.76M	Buy	41,278 +94	+0.2%	+$4.16K	0.74%	29
2025 Q3	$1.8M	Sell	41,184 -3,630	-8%	-$154K	0.79%	27
2025 Q2	$1.83M	Buy	+44,814	New	+$1.79M	0.86%	26

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Foronjy Financial's XLU Position: Q2 2026 in Review

Foronjy Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.9% in Q2 2026, buying an estimated $195K and bringing the position to 47,647 shares worth $2.16M. The position accounts for 0.79% of the portfolio, ranked #27.

Foronjy Financial first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Foronjy Financial held 47,647 shares of State Street Utilities Select Sector SPDR ETF worth $2.16M as of Q2 2026.
Foronjy Financial bought 4,297 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $195K.
State Street Utilities Select Sector SPDR ETF made up 0.79% of Foronjy Financial's portfolio in Q2 2026, its #27 holding.
Foronjy Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.