Fountainhead AM’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fountainhead AM’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	$10.9K	Buy	+241	New	+$10.9K	0.01%	191
2026 Q1	–	Sell	-20	Closed	-$854	–	225
2025 Q4	$854	Sell	20 -6,246	-100%	-$277K	﹤0.01%	165
2025 Q3	$273K	Buy	6,266 +12	+0.2%	+$508	0.04%	185
2025 Q2	$255K	Sell	6,254 -58	-0.9%	-$2.31K	0.04%	174
2025 Q1	$249K	Buy	+6,312	New	+$247K	0.04%	155

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

Fountainhead AM's XLU Position: Q2 2026 in Review

Fountainhead AM opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 241 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in XLU as recently as Q4 2025.

Fountainhead AM first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q3 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fountainhead AM held 241 shares of State Street Utilities Select Sector SPDR ETF worth $10.9K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Fountainhead AM position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #191 holding.
Fountainhead AM first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Fountainhead AM's State Street Utilities Select Sector SPDR ETF position peaked at $273K in Q3 2025.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.