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

Merit 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 Q2	$3.18M	Buy	70,032 +2,190	+3%	+$99.2K	0.02%	566
2026 Q1	$3.11M	Buy	67,842 +8,837	+15%	+$396K	0.02%	529
2025 Q4	$2.52M	Buy	59,005 +17,495	+42%	+$775K	0.02%	554
2025 Q3	$1.81M	Buy	41,510 +1,274	+3%	+$53.9K	0.02%	620
2025 Q2	$1.64M	Buy	40,236 +1,970	+5%	+$78.5K	0.02%	590
2025 Q1	$1.51M	Buy	38,266 +258	+0.7%	+$10.1K	0.02%	512
2024 Q4	$1.44M	Buy	38,008 +12,006	+46%	+$476K	0.03%	419
2024 Q3	$1.05M	Sell	26,002 -258	-1%	-$9.57K	0.02%	412
2024 Q2	$895K	Sell	26,260 -464	-2%	-$15.9K	0.02%	445
2024 Q1	$914K	Sell	26,724 -1,652	-6%	-$51.6K	0.02%	426
2023 Q4	$899K	Sell	28,376 -6,116	-18%	-$187K	0.03%	341
2023 Q3	$1.02M	Sell	34,492 -33,586	-49%	-$1.08M	0.03%	316
2023 Q2	$2.23M	Sell	68,078 -33,588	-33%	-$1.13M	0.07%	204
2023 Q1	$3.44M	Sell	101,666 -22,298	-18%	-$756K	0.13%	122
2022 Q4	$4.37M	Buy	123,964 +12,944	+12%	+$440K	0.16%	97
2022 Q3	$3.64M	Buy	111,020 +89,728	+421%	+$3.29M	0.16%	84
2022 Q2	$747K	Buy	21,292 +7,246	+52%	+$262K	0.02%	293
2022 Q1	$523K	Buy	14,046 +6,764	+93%	+$234K	0.03%	227
2021 Q4	$261K	Buy	7,282 +50	+0.7%	+$1.69K	0.03%	236
2021 Q3	$231K	Buy	7,232 +138	+2%	+$4.61K	0.02%	241
2021 Q2	$224K	Buy	+7,094	New	+$232K	0.02%	244
2020 Q1	–	Sell	-7,516	Closed	-$243K	–	252
2019 Q4	$243K	Buy	+7,516	New	+$239K	0.02%	207

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's XLU Position: Q2 2026 in Review

Merit Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q2 2026, buying an estimated $99.2K and bringing the position to 70,032 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #566.

Merit Financial Group first reported a position in XLU in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.37M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Merit Financial Group held 70,032 shares of State Street Utilities Select Sector SPDR ETF worth $3.18M as of Q2 2026.
Merit Financial Group bought 2,190 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $99.2K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #566 holding.
Merit Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
Merit Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $4.37M in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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