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 Q2	$1.36M	Buy	29,947 +3,917	+15%	+$177K	0.19%	86
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 $1.55T 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

KKM Financial's XLU Position: Q2 2026 in Review

KKM Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $177K and bringing the position to 29,947 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #86.

KKM Financial first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

KKM Financial held 29,947 shares of State Street Utilities Select Sector SPDR ETF worth $1.36M as of Q2 2026.
KKM Financial bought 3,917 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
State Street Utilities Select Sector SPDR ETF made up 0.19% of KKM Financial's portfolio in Q2 2026, its #86 holding.
KKM Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.