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

Howard 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 		$333K Buy
+7,346
New +$333K 0.03% 183

Other funds holding XLU

Truist Financial
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Howard Financial Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 7,346 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings.

606 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Howard Financial Services held 7,346 shares of State Street Utilities Select Sector SPDR ETF worth $333K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Howard Financial Services position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #183 holding.
  • 606 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.