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

Larson 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 Q3	$6.04M	Buy	153,134 +10,590	+7%	+$460K	0.15%	113
2026 Q2	$6.46M	Buy	142,544 +42,551	+43%	+$1.93M	0.17%	103
2026 Q1	$4.59M	Buy	99,993 +35,484	+55%	+$1.59M	0.15%	123
2025 Q4	$2.75M	Buy	64,509 +14,967	+30%	+$663K	0.09%	189
2025 Q3	$2.16M	Buy	49,542 +7,256	+17%	+$307K	0.08%	213
2025 Q2	$1.73M	Sell	42,286 -58,218	-58%	-$2.32M	0.07%	233
2025 Q1	$3.96M	Buy	100,504 +66,414	+195%	+$2.59M	0.19%	100
2024 Q4	$1.29M	Buy	34,090 +7,322	+27%	+$291K	0.07%	215
2024 Q3	$1.08M	Buy	26,768 +13,220	+98%	+$490K	0.06%	219
2024 Q2	$462K	Buy	13,548 +5,866	+76%	+$201K	0.03%	289
2024 Q1	$252K	Sell	7,682 -1,514	-16%	-$47.3K	0.02%	343
2023 Q4	$291K	Buy	9,196 +2,622	+40%	+$80.2K	0.03%	279
2023 Q3	$194K	Buy	6,574 +272	+4%	+$8.77K	0.02%	330
2023 Q2	$206K	Sell	6,302 -544	-8%	-$18.3K	0.02%	313
2023 Q1	$232K	Buy	6,846 +274	+4%	+$9.29K	0.03%	295
2022 Q4	$232K	Sell	6,572 -82	-1%	-$2.79K	0.03%	280
2022 Q3	$218K	Buy	6,654 +4,596	+223%	+$168K	0.03%	264
2022 Q2	$72K	Buy	2,058 +1,766	+605%	+$63.9K	0.01%	298
2022 Q1	$11K	Hold	292	–	–	﹤0.01%	648
2021 Q4	$10K	Hold	292	–	–	﹤0.01%	697
2021 Q3	$9K	Hold	292	–	–	﹤0.01%	621
2021 Q2	$9K	Hold	292	–	–	﹤0.01%	585
2021 Q1	$9K	Buy	292 +18	+7%	+$558	﹤0.01%	573
2020 Q4	$9K	Hold	274	–	–	﹤0.01%	515
2020 Q3	$8K	Hold	274	–	–	﹤0.01%	475
2020 Q2	$8K	Hold	274	–	–	﹤0.01%	433
2020 Q1	$8K	Hold	274	–	–	0.01%	323
2019 Q4	$9K	Hold	274	–	–	0.01%	317
2019 Q3	$9K	Hold	274	–	–	0.01%	321
2019 Q2	$8K	Buy	274 +2	+0.7%	+$59	0.01%	274
2019 Q1	$8K	Buy	272 +2	+0.7%	+$56	0.01%	259
2018 Q4	$7K	Buy	+270	New	+$7.34K	0.01%	256

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Larson Financial Group's XLU Position: Q3 2026 in Review

Larson Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q3 2026, buying an estimated $460K and bringing the position to 153,134 shares worth $6.04M. The position accounts for 0.15% of the portfolio, ranked #113.

Larson Financial Group first reported a position in XLU in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.46M in Q2 2026. 877 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Larson Financial Group held 153,134 shares of State Street Utilities Select Sector SPDR ETF worth $6.04M as of Q3 2026.
Larson Financial Group bought 10,590 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $460K.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Larson Financial Group's portfolio in Q3 2026, its #113 holding.
Larson Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Larson Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $6.46M in Q2 2026.
877 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.