Independent Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Independent Financial Group’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	$5.32M	Sell	117,364 -8,543	-7%	-$387K	0.1%	204
2026 Q1	$5.78M	Buy	125,907 +1,900	+2%	+$85.2K	0.13%	158
2025 Q4	$5.29M	Buy	124,007 +28,061	+29%	+$1.24M	0.12%	162
2025 Q3	$4.18M	Sell	95,946 -34,656	-27%	-$1.47M	0.1%	186
2025 Q2	$5.33M	Buy	130,602 +14,148	+12%	+$564K	0.15%	135
2025 Q1	$4.59M	Sell	116,454 -84,454	-42%	-$3.3M	0.16%	129
2024 Q4	$7.6M	Buy	200,908 +19,478	+11%	+$773K	0.25%	69
2024 Q3	$7.33M	Buy	181,430 +37,562	+26%	+$1.39M	0.27%	70
2024 Q2	$4.9M	Buy	143,868 +17,454	+14%	+$599K	0.2%	101
2024 Q1	$4.15M	Sell	126,414 -38,962	-24%	-$1.22M	0.19%	113
2023 Q4	$5.24M	Buy	165,376 +31,500	+24%	+$963K	0.28%	76
2023 Q3	$3.94M	Sell	133,876 -12,974	-9%	-$418K	0.26%	85
2023 Q2	$4.8M	Sell	146,850 -3,886	-3%	-$131K	0.33%	56
2023 Q1	$5.1M	Buy	150,736 +13,790	+10%	+$467K	0.41%	45
2022 Q4	$4.83M	Sell	136,946 -4,214	-3%	-$143K	0.42%	40
2022 Q3	$4.62M	Buy	141,160 +63,306	+81%	+$2.32M	0.42%	36
2022 Q2	$2.73M	Buy	77,854 +43,518	+127%	+$1.58M	0.29%	71
2022 Q1	$1.28M	Sell	34,336 -8,546	-20%	-$296K	0.1%	190
2021 Q4	$1.53M	Buy	42,882 +12,502	+41%	+$422K	0.13%	163
2021 Q3	$970K	Sell	30,380 -2,398	-7%	-$80.2K	0.1%	223
2021 Q2	$1.04M	Sell	32,778 -14,542	-31%	-$476K	0.11%	207
2021 Q1	$1.52M	Buy	47,320 +3,252	+7%	+$101K	0.2%	126
2020 Q4	$1.38M	Buy	44,068 +2,764	+7%	+$87.5K	0.2%	128
2020 Q3	$1.23M	Sell	41,304 -6,314	-13%	-$187K	0.23%	106
2020 Q2	$1.34M	Buy	47,618 +18,170	+62%	+$524K	0.3%	82
2020 Q1	$816K	Buy	+29,448	New	+$942K	0.24%	106

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's XLU Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.8% in Q2 2026, selling an estimated $387K and leaving 117,364 shares worth $5.32M. The position accounts for 0.1% of the portfolio, ranked #204.

Independent Financial Group first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.6M in Q4 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Independent Financial Group held 117,364 shares of State Street Utilities Select Sector SPDR ETF worth $5.32M as of Q2 2026.
Independent Financial Group sold 8,543 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #204 holding.
Independent Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $7.6M in Q4 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.