MFG Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MFG Wealth Management’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	$3.87M	Buy	85,390 +3,850	+5%	+$174K	2.77%	4
2026 Q1	$3.74M	Sell	81,540 -2,069	-2%	-$92.8K	3.1%	2
2025 Q4	$3.57M	Sell	83,609 -641	-0.8%	-$28.4K	2.78%	4
2025 Q3	$3.67M	Sell	84,250 -158	-0.2%	-$6.68K	2.77%	5
2025 Q2	$3.45M	Buy	84,408 +1,174	+1%	+$46.8K	2.9%	6
2025 Q1	$3.28M	Buy	83,234 +488	+0.6%	+$19.1K	3.13%	4
2024 Q4	$3.13M	Buy	+82,746	New	+$3.28M	2.87%	10

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

MFG Wealth Management's XLU Position: Q2 2026 in Review

MFG Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.7% in Q2 2026, buying an estimated $174K and bringing the position to 85,390 shares worth $3.87M. The position accounts for 2.77% of the portfolio, ranked #4.

MFG Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

MFG Wealth Management held 85,390 shares of State Street Utilities Select Sector SPDR ETF worth $3.87M as of Q2 2026.
MFG Wealth Management bought 3,850 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $174K.
State Street Utilities Select Sector SPDR ETF made up 2.77% of MFG Wealth Management's portfolio in Q2 2026, its #4 holding.
MFG Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
321 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.