IFP Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

IFP Advisors’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	$9.42M	Buy	207,805 +43,873	+27%	+$1.99M	0.17%	130
2026 Q1	$7.52M	Buy	163,932 +11,105	+7%	+$498K	0.16%	143
2025 Q4	$6.52M	Buy	152,827 +10,863	+8%	+$481K	0.15%	145
2025 Q3	$6.19M	Buy	141,964 +3,506	+3%	+$148K	0.16%	131
2025 Q2	$5.65M	Sell	138,458 -732	-0.5%	-$29.2K	0.16%	134
2025 Q1	$5.49M	Sell	139,190 -2,860	-2%	-$112K	0.17%	128
2024 Q4	$5.38M	Buy	142,050 +19,304	+16%	+$766K	0.18%	125
2024 Q3	$4.96M	Buy	122,746 +33,648	+38%	+$1.25M	0.18%	123
2024 Q2	$3.04M	Buy	89,098 +24,174	+37%	+$830K	0.12%	169
2024 Q1	$2.13M	Buy	64,924 +34,996	+117%	+$1.09M	0.09%	238
2023 Q4	$948K	Sell	29,928 -400,230	-93%	-$12.2M	0.04%	395
2023 Q3	$12.7M	Sell	430,158 -359,838	-46%	-$11.6M	0.57%	36
2023 Q2	$25.8M	Sell	789,996 -27,866	-3%	-$938K	1.08%	8
2023 Q1	$17M	Sell	817,862 -209,328	-20%	-$7.09M	0.74%	22
2022 Q4	$21.4M	Buy	1,027,190 +397,232	+63%	+$13.5M	0.57%	22
2022 Q3	$13.2M	Buy	629,958 +85,474	+16%	+$3.13M	0.34%	49
2022 Q2	$11.4M	Hold	544,484	–	–	0.36%	54
2022 Q1	$11.4M	Buy	544,484 +308,062	+130%	+$10.7M	0.36%	54
2021 Q4	$8.48M	Buy	236,422 +46	+0%	+$1.55K	0.17%	71
2021 Q3	$7.55M	Buy	236,376 +27,472	+13%	+$918K	0.15%	82
2021 Q2	$6.6M	Buy	208,904 +8,926	+4%	+$292K	0.14%	86
2021 Q1	$6.4M	Buy	199,978 +20,626	+12%	+$640K	0.12%	84
2020 Q4	$5.62M	Buy	179,352 +39,422	+28%	+$1.25M	0.23%	72
2020 Q3	$4.16M	Buy	139,930 +120,452	+618%	+$3.57M	0.25%	79
2020 Q2	$547K	Sell	19,478 -682	-3%	-$19.7K	0.04%	398
2020 Q1	$562K	Sell	20,160 -362,892	-95%	-$11.6M	0.06%	329
2019 Q4	$12.3M	Buy	383,052 +214	+0.1%	+$6.8K	0.93%	15
2019 Q3	$12.4M	Buy	+382,838	New	+$11.8M	0.83%	15
2019 Q1	$438K	Sell	15,012 -320,808	-96%	-$8.92M	0.06%	306
2018 Q4	$8.87M	Buy	335,820 +39,340	+13%	+$1.07M	0.54%	29
2018 Q3	$7.8M	Buy	296,480 +67,514	+29%	+$1.79M	0.32%	68
2018 Q2	$5.95M	Buy	228,966 +99,630	+77%	+$2.51M	0.25%	93
2018 Q1	$3.41M	Hold	129,336	–	–	0.15%	154
2017 Q4	$3.41M	Sell	129,336 -2,714	-2%	-$74.4K	0.15%	154
2017 Q3	$3.5M	Sell	132,050 -802	-0.6%	-$21.5K	0.14%	165
2017 Q2	$3.45M	Buy	132,852 +7,202	+6%	+$189K	0.15%	158
2017 Q1	$3.22M	Sell	125,650 -20,086	-14%	-$502K	0.14%	163
2016 Q4	$3.54M	Sell	145,736 -92,874	-39%	-$2.22M	0.17%	135
2016 Q3	$5.84M	Buy	238,610 +88,546	+59%	+$2.25M	0.3%	64
2016 Q2	$3.94M	Buy	150,064 +135,052	+900%	+$3.33M	0.22%	92
2016 Q1	$438K	Sell	15,012 -127,112	-89%	-$2.93M	0.06%	306
2015 Q4	$3.08M	Buy	+142,124	New	+$3.08M	0.21%	105

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CTI

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's XLU Position: Q2 2026 in Review

IFP Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, buying an estimated $1.99M and bringing the position to 207,805 shares worth $9.42M. The position accounts for 0.17% of the portfolio, ranked #130.

IFP Advisors first reported a position in XLU in Q4 2015 and has held it in 42 quarters since. The position peaked at $25.8M in Q2 2023. 413 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

IFP Advisors held 207,805 shares of State Street Utilities Select Sector SPDR ETF worth $9.42M as of Q2 2026.
IFP Advisors bought 43,873 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.99M.
State Street Utilities Select Sector SPDR ETF made up 0.17% of IFP Advisors's portfolio in Q2 2026, its #130 holding.
IFP Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $25.8M in Q2 2023.
413 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.