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

Founders Financial Alliance’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 		$341K Sell
7,530
-3,003
-29% -$136K 0.05% 314
2026
Q1 		$483K Buy
10,533
+4,691
+80% +$210K 0.09% 213
2025
Q4 		$249K Sell
5,842
-3,802
-39% -$168K 0.05% 316
2025
Q3 		$421K Buy
9,644
+3,686
+62% +$156K 0.08% 229
2025
Q2 		$243K Sell
5,958
-2,896
-33% -$115K 0.06% 290
2025
Q1 		$349K Buy
8,854
+5,942
+204% +$232K 0.08% 229
2024
Q4 		$110K Sell
2,912
-260
-8% -$10.3K 0.03% 314
2024
Q3 		$128K Hold
3,172
– – 0.04% 314
2024
Q2 		$108K Buy
3,172
+216
+7% +$7.42K 0.03% 314
2024
Q1 		$97K Sell
2,956
-72
-2% -$2.25K 0.03% 324
2023
Q4 		$95.9K Buy
3,028
+152
+5% +$4.65K 0.04% 292
2023
Q3 		$84.7K Sell
2,876
-788
-22% -$25.4K 0.04% 282
2023
Q2 		$120K Buy
3,664
+780
+27% +$26.3K 0.05% 283
2023
Q1 		$97.6K Buy
2,884
+142
+5% +$4.81K 0.05% 254
2022
Q4 		$96.7K Buy
2,742
+196
+8% +$6.66K 0.04% 267
2022
Q3 		$83K Sell
2,546
-18
-0.7% -$660 0.04% 270
2022
Q2 		$90K Buy
2,564
+186
+8% +$6.73K 0.05% 275
2022
Q1 		$89K Buy
2,378
+142
+6% +$4.92K 0.04% 272
2021
Q4 		$80K Sell
2,236
-1,300
-37% -$43.9K 0.03% 319
2021
Q3 		$113K Sell
3,536
-220
-6% -$7.35K 0.05% 269
2021
Q2 		$119K Sell
3,756
-560
-13% -$18.3K 0.05% 275
2021
Q1 		$138K Sell
4,316
-760
-15% -$23.6K 0.07% 251
2020
Q4 		$160K Buy
5,076
+410
+9% +$13K 0.09% 212
2020
Q3 		$139K Buy
+4,666
New +$138K 0.08% 206

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Founders Financial Alliance's XLU Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 29% in Q2 2026, selling an estimated $136K and leaving 7,530 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #314.

Founders Financial Alliance first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. The position peaked at $483K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Founders Financial Alliance held 7,530 shares of State Street Utilities Select Sector SPDR ETF worth $341K as of Q2 2026.
  • Founders Financial Alliance sold 3,003 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #314 holding.
  • Founders Financial Alliance first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's State Street Utilities Select Sector SPDR ETF position peaked at $483K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.