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Hansen & Associates Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hansen & Associates 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 		$2.08M Buy
45,927
+1,953
+4% +$88.5K 1.19% 23
2026
Q1 		$2.04M Buy
43,974
+31,686
+258% +$1.42M 1.1% 10
2025
Q4 		$543K Buy
12,288
+3,948
+47% +$175K 0.3% 42
2025
Q3 		$374K Buy
+8,340
New +$353K 0.16% 43

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Hansen & Associates Financial Group's XLU Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.4% in Q2 2026, buying an estimated $88.5K and bringing the position to 45,927 shares worth $2.08M. The position accounts for 1.19% of the portfolio, ranked #23.

Hansen & Associates Financial Group first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Hansen & Associates Financial Group held 45,927 shares of State Street Utilities Select Sector SPDR ETF worth $2.08M as of Q2 2026.
  • Hansen & Associates Financial Group bought 1,953 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $88.5K.
  • State Street Utilities Select Sector SPDR ETF made up 1.19% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #23 holding.
  • Hansen & Associates Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.