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

Ifrah 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	$229K	Sell	5,048 -26	-0.5%	-$1.18K	0.06%	201
2026 Q1	$233K	Sell	5,074 -5,461	-52%	-$245K	0.06%	183
2025 Q4	$450K	Buy	10,535 +4,027	+62%	+$178K	0.12%	118
2025 Q3	$284K	Sell	6,508 -32	-0.5%	-$1.35K	0.07%	169
2025 Q2	$267K	Sell	6,540 -60	-0.9%	-$2.39K	0.07%	170
2025 Q1	$260K	Sell	6,600 -282	-4%	-$11K	0.07%	163
2024 Q4	$260K	Sell	6,882 -1,996	-22%	-$79.2K	0.07%	174
2024 Q3	$359K	Buy	+8,878	New	+$329K	0.1%	143
2023 Q1	–	Sell	-12,392	Closed	-$437K	–	215
2022 Q4	$437K	Sell	12,392 -396	-3%	-$13.5K	0.14%	119
2022 Q3	$419K	Buy	12,788 +40	+0.3%	+$1.47K	0.14%	115
2022 Q2	$447K	Buy	12,748 +4,372	+52%	+$158K	0.15%	116
2022 Q1	$312K	Buy	+8,376	New	+$290K	0.09%	164

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

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

Ifrah Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.51% in Q2 2026, selling an estimated $1.18K and leaving 5,048 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #201.

Ifrah Financial Services first reported a position in XLU in Q1 2022 and has held it in 12 quarters since. The position peaked at $450K in Q4 2025. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ifrah Financial Services held 5,048 shares of State Street Utilities Select Sector SPDR ETF worth $229K as of Q2 2026.
Ifrah Financial Services sold 26 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.18K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Ifrah Financial Services's portfolio in Q2 2026, its #201 holding.
Ifrah Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
Ifrah Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $450K in Q4 2025.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.