Keating Financial Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$95.3K Sell
2,102
-78
-4% -$3.53K 0.01% 504
2026
Q1
$100K Sell
2,180
-9,190
-81% -$412K 0.02% 459
2025
Q4
$485K Buy
+11,370
New +$504K 0.07% 222

Other funds holding XLU

Keating Financial Advisory Services's XLU Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q2 2026, selling an estimated $3.53K and leaving 2,102 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #504.

Keating Financial Advisory Services first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Keating Financial Advisory Services held 2,102 shares of State Street Utilities Select Sector SPDR ETF worth $95.3K as of Q2 2026.
  • Keating Financial Advisory Services sold 78 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.53K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #504 holding.
  • Keating Financial Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $485K in Q4 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.