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

KKM 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 Q1	$1.11M	Hold	26,030	–	–	0.2%	90
2025 Q4	$1.11M	Buy	26,030 +11,688	+81%	+$518K	0.2%	90
2025 Q3	$625K	Buy	14,342 +7,614	+113%	+$322K	0.2%	83
2025 Q2	$275K	Buy	+6,728	New	+$268K	0.1%	133

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KKM Financial's XLU Position: Q1 2026 in Review

KKM Financial held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 26,030 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #90.

KKM Financial first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

KKM Financial held 26,030 shares of State Street Utilities Select Sector SPDR ETF worth $1.11M as of Q1 2026.
KKM Financial left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.2% of KKM Financial's portfolio in Q1 2026, its #90 holding.
KKM Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.