Hopwood Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hopwood Financial Services’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	$286K	Buy	6,309 +77	+1%	+$3.49K	0.17%	70
2026 Q1	$286K	Buy	6,232 +2	+0%	+$90	0.19%	65
2025 Q4	$266K	Buy	6,230 +2	+0%	+$89	0.19%	72
2025 Q3	$272K	Buy	6,228 +502	+9%	+$21.2K	0.18%	72
2025 Q2	$234K	Buy	5,726 +2	+0%	+$80	0.18%	74
2025 Q1	$226K	Buy	5,724 +2	+0%	+$78	0.17%	79
2024 Q4	$217K	Buy	+5,722	New	+$227K	0.16%	81

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Hopwood Financial Services's XLU Position: Q2 2026 in Review

Hopwood Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, buying an estimated $3.49K and bringing the position to 6,309 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #70.

Hopwood Financial Services first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 750 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Hopwood Financial Services held 6,309 shares of State Street Utilities Select Sector SPDR ETF worth $286K as of Q2 2026.
Hopwood Financial Services bought 77 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.49K.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Hopwood Financial Services's portfolio in Q2 2026, its #70 holding.
Hopwood Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
750 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.