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 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

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

Kaizen Financial Strategies's XLU Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.31% in Q2 2026, selling an estimated $815 and leaving 5,760 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #146.

Kaizen Financial Strategies first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $512K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Kaizen Financial Strategies held 5,760 shares of State Street Utilities Select Sector SPDR ETF worth $258K as of Q2 2026.
Kaizen Financial Strategies sold 18 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $815.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #146 holding.
Kaizen Financial Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Kaizen Financial Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $512K in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.