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

Integrity Financial’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
Q3 		$15.8K Buy
+400
New +$17.4K 0.01% 235
2025
Q4 		– Sell
-1,374
Closed -$59.9K – 314
2025
Q3 		$59.9K Sell
1,374
-44
-3% -$1.86K 0.03% 194
2025
Q2 		$57.9K Hold
1,418
– – 0.03% 190
2025
Q1 		$55.9K Buy
1,418
+20
+1% +$781 0.03% 173
2024
Q4 		$52.9K Buy
1,398
+36
+3% +$1.43K 0.03% 168
2024
Q3 		$55K Buy
1,362
+44
+3% +$1.63K 0.03% 155
2024
Q2 		$44.9K Hold
1,318
– – 0.03% 158
2024
Q1 		$43.3K Hold
1,318
– – 0.03% 155
2023
Q4 		$41.7K Hold
1,318
– – 0.03% 146
2023
Q3 		$38.8K Sell
1,318
-524
-28% -$16.9K 0.03% 149
2023
Q2 		$60.3K Sell
1,842
-222
-11% -$7.47K 0.04% 131
2023
Q1 		$69.9K Sell
2,064
-58
-3% -$1.97K 0.06% 131
2022
Q4 		$74.8K Buy
2,122
+178
+9% +$6.05K 0.07% 119
2022
Q3 		$64K Buy
1,944
+236
+14% +$8.65K 0.07% 113
2022
Q2 		$60K Buy
1,708
+1,226
+254% +$44.4K 0.06% 117
2022
Q1 		$18K Buy
+482
New +$16.7K 0.01% 140

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Integrity Financial's XLU Position: Q3 2026 in Review

Integrity Financial opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 400 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: Integrity Financial previously reported a position in XLU as recently as Q3 2025.

Integrity Financial first reported a position in XLU in Q1 2022 and has held it in 16 quarters since. The position peaked at $74.8K in Q4 2022. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Integrity Financial held 400 shares of State Street Utilities Select Sector SPDR ETF worth $15.8K as of Q3 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Integrity Financial position in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Integrity Financial's portfolio in Q3 2026, its #235 holding.
  • Integrity Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
  • Integrity Financial's State Street Utilities Select Sector SPDR ETF position peaked at $74.8K in Q4 2022.
  • 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Integrity Financial's 13F filing for Q3 2026, filed 13 Nov 2026.