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

Mission 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	$327K	Buy	+7,210	New	+$327K	0.27%	102
2025 Q1	$329K	Buy	+14,330	New	+$560K	0.3%	91
2021 Q4	$304K	Buy	+14,232	New	+$480K	0.28%	100

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 22.9% 1-Year Est. Return

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

Mission Financial Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 7,210 shares worth $327K. The stake represents 0.27% of the portfolio and ranks #102 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in XLU as recently as Q1 2025.

Mission Financial Group first reported a position in XLU in Q4 2021 and has held it in 3 quarters since. The position peaked at $329K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mission Financial Group held 7,210 shares of State Street Utilities Select Sector SPDR ETF worth $327K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Mission Financial Group position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.27% of Mission Financial Group's portfolio in Q2 2026, its #102 holding.
Mission Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Mission Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $329K in Q1 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.