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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
2019
Q1 		– Sell
-800
Closed -$21K – 3489
2018
Q4 		$21K Buy
+800
New +$21.7K ﹤0.01% 2118

Other funds holding XLU

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
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
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. 434 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.
  • 434 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.