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

Kaizen Financial Strategies’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	–	Sell	-5,760	Closed	-$258K	–	189
2026 Q2	$258K	Sell	5,760 -18	-0.3%	-$815	0.08%	146
2026 Q1	$268K	Buy	5,778 +318	+6%	+$14.3K	0.11%	140
2025 Q4	$233K	Sell	5,460 -600	-10%	-$26.6K	0.1%	144
2025 Q3	$268K	Sell	6,060 -1,500	-20%	-$63.5K	0.12%	126
2025 Q2	$309K	Hold	7,560	–	–	0.16%	112
2025 Q1	$298K	Buy	7,560 +920	+14%	+$35.9K	0.17%	103
2024 Q4	$251K	Sell	6,640 -6,040	-48%	-$240K	0.14%	107
2024 Q3	$512K	Buy	+12,680	New	+$470K	0.3%	55

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Kaizen Financial Strategies's XLU Position: Q3 2026 in Review

Kaizen Financial Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 5,760 shares — an estimated $258K sold.

Kaizen Financial Strategies first reported a position in XLU in Q3 2024 and held it in 8 quarters. The position peaked at $512K in Q3 2024. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Kaizen Financial Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Kaizen Financial Strategies sold 5,760 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $258K.
Kaizen Financial Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 8 quarters.
Kaizen Financial Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $512K in Q3 2024.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.