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

Grantvest Financial Group’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	$313K	Sell	6,893 -552	-7%	-$25K	0.18%	135
2026 Q1	$342K	Sell	7,445 -125	-2%	-$5.61K	0.22%	114
2025 Q4	$323K	Buy	7,570 +1,570	+26%	+$69.5K	0.21%	117
2025 Q3	$262K	Sell	6,000 -14	-0.2%	-$592	0.18%	131
2025 Q2	$246K	Sell	6,014 -162	-3%	-$6.46K	0.18%	122
2025 Q1	$243K	Sell	6,176 -134	-2%	-$5.24K	0.2%	111
2024 Q4	$239K	Buy	+6,310	New	+$250K	0.27%	105

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

Grantvest Financial Group's XLU Position: Q2 2026 in Review

Grantvest Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q2 2026, selling an estimated $25K and leaving 6,893 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #135.

Grantvest Financial Group first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Grantvest Financial Group held 6,893 shares of State Street Utilities Select Sector SPDR ETF worth $313K as of Q2 2026.
Grantvest Financial Group sold 552 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $25K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Grantvest Financial Group's portfolio in Q2 2026, its #135 holding.
Grantvest Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $342K 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 Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.