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

Kropog Financial Group’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	$5.71M	Buy	125,860 +957	+0.8%	+$43.3K	4.02%	6
2026 Q1	$5.73M	Buy	124,903 +754	+0.6%	+$33.8K	4.66%	6
2025 Q4	$5.3M	Buy	124,149 +4,629	+4%	+$205K	4.11%	6
2025 Q3	$5.21M	Buy	119,520 +1,052	+0.9%	+$44.5K	4.27%	6
2025 Q2	$4.84M	Buy	+118,468	New	+$4.72M	4.23%	6

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

Kropog Financial Group's XLU Position: Q2 2026 in Review

Kropog Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.77% in Q2 2026, buying an estimated $43.3K and bringing the position to 125,860 shares worth $5.71M. The position accounts for 4.02% of the portfolio, ranked #6.

Kropog Financial Group first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.73M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Kropog Financial Group held 125,860 shares of State Street Utilities Select Sector SPDR ETF worth $5.71M as of Q2 2026.
Kropog Financial Group bought 957 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $43.3K.
State Street Utilities Select Sector SPDR ETF made up 4.02% of Kropog Financial Group's portfolio in Q2 2026, its #6 holding.
Kropog Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Kropog Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $5.73M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kropog Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.