LF
XLU icon

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

LifeSteps 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 		$21.9K Buy
+482
New +$21.8K 0.01% 298
2024
Q2 		– Sell
-482
Closed -$15.8K – 428
2024
Q1 		$15.8K Buy
+482
New +$15K 0.01% 255

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

LifeSteps Financial's XLU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 482 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLU as recently as Q1 2024.

LifeSteps Financial first reported a position in XLU in Q1 2024 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • LifeSteps Financial held 482 shares of State Street Utilities Select Sector SPDR ETF worth $21.9K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #298 holding.
  • LifeSteps Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.