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SACKS & ASSOCIATES, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$3.06M Sell
68,898
-1,482
-2% -$67.1K 2.06% 17
2026
Q1 		$3.23M Buy
70,380
+573
+0.8% +$25.7K 2.4% 14
2025
Q4 		$2.98M Buy
+69,807
New +$3.09M 2.19% 18

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
WA
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's XLU Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q2 2026, selling an estimated $67.1K and leaving 68,898 shares worth $3.06M. The position accounts for 2.06% of the portfolio, ranked #17.

SACKS & ASSOCIATES, LLC first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.23M in Q1 2026. 968 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 68,898 shares of State Street Utilities Select Sector SPDR ETF worth $3.06M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 1,482 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
  • State Street Utilities Select Sector SPDR ETF made up 2.06% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #17 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's State Street Utilities Select Sector SPDR ETF position peaked at $3.23M in Q1 2026.
  • 968 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.