Integrity Alliance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Integrity Alliance’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	$3.96M	Buy	87,434 +1,109	+1%	+$50.2K	0.12%	146
2026 Q1	$3.96M	Sell	86,325 -186,148	-68%	-$8.35M	0.15%	130
2025 Q4	$11.6M	Sell	272,473 -52,487	-16%	-$2.32M	0.42%	59
2025 Q3	$14.2M	Buy	324,960 +42,804	+15%	+$1.81M	0.67%	42
2025 Q2	$11.5M	Sell	282,156 -51,894	-16%	-$2.07M	0.63%	44
2025 Q1	$13.2M	Buy	334,050 +257,772	+338%	+$10.1M	0.52%	52
2024 Q4	$2.89M	Buy	+76,278	New	+$3.03M	0.31%	55

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

Integrity Alliance's XLU Position: Q2 2026 in Review

Integrity Alliance increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, buying an estimated $50.2K and bringing the position to 87,434 shares worth $3.96M. The position accounts for 0.12% of the portfolio, ranked #146.

Integrity Alliance first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Integrity Alliance held 87,434 shares of State Street Utilities Select Sector SPDR ETF worth $3.96M as of Q2 2026.
Integrity Alliance bought 1,109 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $50.2K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Integrity Alliance's portfolio in Q2 2026, its #146 holding.
Integrity Alliance first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Integrity Alliance's State Street Utilities Select Sector SPDR ETF position peaked at $14.2M in Q3 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.