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

Meridian 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	$1.05M	Sell	23,076 -740	-3%	-$33.5K	0.5%	44
2026 Q1	$1.09M	Sell	23,816 -199	-0.8%	-$8.93K	0.6%	38
2025 Q4	$1.03M	Buy	24,015 +1,913	+9%	+$84.7K	0.56%	41
2025 Q3	$964K	Buy	22,102 +1,288	+6%	+$54.5K	0.54%	40
2025 Q2	$850K	Buy	20,814 +1,252	+6%	+$49.9K	0.55%	40
2025 Q1	$771K	Sell	19,562 -516	-3%	-$20.2K	0.54%	40
2024 Q4	$760K	Buy	20,078 +1,782	+10%	+$70.7K	0.52%	40
2024 Q3	$739K	Buy	18,296 +888	+5%	+$32.9K	0.49%	43
2024 Q2	$593K	Buy	17,408 +1,302	+8%	+$44.7K	0.43%	49
2024 Q1	$529K	Buy	16,106 +106	+0.7%	+$3.31K	0.39%	50
2023 Q4	$507K	Buy	16,000 +6,400	+67%	+$196K	0.4%	49
2023 Q3	$283K	Buy	9,600 +400	+4%	+$12.9K	0.26%	74
2023 Q2	$301K	Buy	9,200 +400	+5%	+$13.5K	0.27%	72
2023 Q1	$298K	Buy	8,800 +1,400	+19%	+$47.5K	0.29%	67
2022 Q4	$261K	Hold	7,400	–	–	0.27%	71
2022 Q3	$242K	Hold	7,400	–	–	0.28%	69
2022 Q2	$259K	Hold	7,400	–	–	0.29%	71
2022 Q1	$276K	Hold	7,400	–	–	0.29%	65
2021 Q4	$265K	Buy	+7,400	New	+$250K	0.25%	75

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Meridian Financial's XLU Position: Q2 2026 in Review

Meridian Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q2 2026, selling an estimated $33.5K and leaving 23,076 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #44.

Meridian Financial first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Meridian Financial held 23,076 shares of State Street Utilities Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Meridian Financial sold 740 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $33.5K.
State Street Utilities Select Sector SPDR ETF made up 0.5% of Meridian Financial's portfolio in Q2 2026, its #44 holding.
Meridian Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's State Street Utilities Select Sector SPDR ETF position peaked at $1.09M in Q1 2026.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.