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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.91K Buy
217
+17
+9% +$770 ﹤0.01% 350
2026
Q1
$9.15K Hold
200
﹤0.01% 329
2025
Q4
$8.67K Buy
+200
New +$8.86K ﹤0.01% 337

Other funds holding XLU

Meramec Financial Planners's XLU Position: Q2 2026 in Review

Meramec Financial Planners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q2 2026, buying an estimated $770 and bringing the position to 217 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Meramec Financial Planners first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Meramec Financial Planners held 217 shares of State Street Utilities Select Sector SPDR ETF worth $9.91K as of Q2 2026.
  • Meramec Financial Planners bought 17 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $770.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #350 holding.
  • Meramec Financial Planners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.