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

Freedom Financial Partners’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	$1.63M	Sell	35,909 -98	-0.3%	-$4.44K	0.53%	29
2026 Q1	$1.65M	Buy	36,007 +790	+2%	+$35.4K	0.59%	28
2025 Q4	$1.5M	Sell	35,217 -573	-2%	-$25.4K	0.55%	30
2025 Q3	$1.56M	Buy	35,790 +912	+3%	+$38.6K	0.59%	30
2025 Q2	$1.42M	Sell	34,878 -614	-2%	-$24.5K	0.6%	28
2025 Q1	$1.4M	Sell	35,492 -676	-2%	-$26.4K	0.65%	28
2024 Q4	$1.37M	Buy	+36,168	New	+$1.44M	0.66%	30

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 22.9% 1-Year Est. Return

Freedom Financial Partners's XLU Position: Q2 2026 in Review

Freedom Financial Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.27% in Q2 2026, selling an estimated $4.44K and leaving 35,909 shares worth $1.63M. The position accounts for 0.53% of the portfolio, ranked #29.

Freedom Financial Partners first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Freedom Financial Partners held 35,909 shares of State Street Utilities Select Sector SPDR ETF worth $1.63M as of Q2 2026.
Freedom Financial Partners sold 98 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.44K.
State Street Utilities Select Sector SPDR ETF made up 0.53% of Freedom Financial Partners's portfolio in Q2 2026, its #29 holding.
Freedom Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.65M in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.