KFO
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Kopp Family Office’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kopp Family Office’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 		$2.69M Buy
+59,245
New +$2.68M 1.65% 10

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Kopp Family Office's XLU Position: Q2 2026 in Review

Kopp Family Office opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 59,245 shares worth $2.69M. The stake represents 1.65% of the portfolio and ranks #10 among its holdings.

750 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Kopp Family Office held 59,245 shares of State Street Utilities Select Sector SPDR ETF worth $2.69M as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Kopp Family Office position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 1.65% of Kopp Family Office's portfolio in Q2 2026, its #10 holding.
  • 750 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kopp Family Office's 13F filing for Q2 2026, filed 9 Jul 2026.