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

Founders Financial Securities’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	$228K	Sell	5,019 -163,544	-97%	-$7.41M	0.01%	515
2026 Q1	$7.95M	Buy	168,563 +91,638	+119%	+$4.11M	0.45%	48
2025 Q4	$3.28M	Buy	76,925 +26,259	+52%	+$1.16M	0.19%	94
2025 Q3	$2.21M	Buy	50,666 +11,934	+31%	+$505K	0.15%	138
2025 Q2	$1.58M	Sell	38,732 -28,376	-42%	-$1.13M	0.12%	178
2025 Q1	$2.64M	Buy	67,108 +25,088	+60%	+$980K	0.22%	99
2024 Q4	$1.59M	Buy	42,020 +4,452	+12%	+$177K	0.14%	125
2024 Q3	$1.52M	Sell	37,568 -1,502	-4%	-$55.7K	0.14%	137
2024 Q2	$1.33M	Buy	39,070 +11,876	+44%	+$408K	0.13%	149
2024 Q1	$893K	Buy	27,194 +4,852	+22%	+$151K	0.09%	179
2023 Q4	$707K	Sell	22,342 -9,634	-30%	-$295K	0.08%	210
2023 Q3	$942K	Sell	31,976 -154	-0.5%	-$4.96K	0.12%	146
2023 Q2	$1.05M	Sell	32,130 -35,670	-53%	-$1.2M	0.14%	131
2023 Q1	$2.29M	Sell	67,800 -6,040	-8%	-$205K	0.33%	70
2022 Q4	$2.6M	Buy	73,840 +16,780	+29%	+$570K	0.41%	60
2022 Q3	$1.87M	Buy	57,060 +7,194	+14%	+$264K	0.33%	71
2022 Q2	$1.75M	Buy	49,866 +29,270	+142%	+$1.06M	0.34%	65
2022 Q1	$767K	Buy	20,596 +4,124	+25%	+$143K	0.14%	138
2021 Q4	$590K	Sell	16,472 -4,766	-22%	-$161K	0.11%	154
2021 Q3	$678K	Buy	21,238 +13,996	+193%	+$468K	0.14%	137
2021 Q2	$229K	Buy	+7,242	New	+$237K	0.05%	270
2019 Q4	–	Sell	-6,604	Closed	-$214K	–	149
2019 Q3	$214K	Sell	6,604 -730	-10%	-$22.5K	0.07%	125
2019 Q2	$219K	Buy	+7,334	New	+$215K	0.07%	107

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

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

Founders Financial Securities reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 97% in Q2 2026, selling an estimated $7.41M and leaving 5,019 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #515.

Founders Financial Securities first reported a position in XLU in Q2 2019 and has held it in 23 quarters since. The position peaked at $7.95M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Founders Financial Securities held 5,019 shares of State Street Utilities Select Sector SPDR ETF worth $228K as of Q2 2026.
Founders Financial Securities sold 163,544 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.41M.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #515 holding.
Founders Financial Securities first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 23 quarters since.
Founders Financial Securities's State Street Utilities Select Sector SPDR ETF position peaked at $7.95M 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 Securities's 13F filing for Q2 2026, filed 31 Jul 2026.