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 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

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

Larson Financial Group's XLU Position: Q1 2026 in Review

Larson Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 55% in Q1 2026, buying an estimated $1.59M and bringing the position to 99,993 shares worth $4.59M. The position accounts for 0.15% of the portfolio, ranked #123.

Larson Financial Group first reported a position in XLU in Q4 2018 and has held it in 30 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Larson Financial Group held 99,993 shares of State Street Utilities Select Sector SPDR ETF worth $4.59M as of Q1 2026.
Larson Financial Group bought 35,484 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.59M.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Larson Financial Group's portfolio in Q1 2026, its #123 holding.
Larson Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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