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

MYeCFO’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 Q3	$366K	Hold	9,280	–	–	0.14%	59
2026 Q2	$421K	Hold	9,280	–	–	0.16%	56
2026 Q1	$426K	Hold	9,280	–	–	0.18%	52
2025 Q4	$396K	Sell	9,280 -1,000	-10%	-$44.3K	0.17%	53
2025 Q3	$448K	Sell	10,280 -2,000	-16%	-$84.6K	0.2%	49
2025 Q2	$501K	Sell	12,280 -1,000	-8%	-$39.8K	0.25%	44
2025 Q1	$524K	Buy	13,280 +60	+0.5%	+$2.34K	0.28%	41
2024 Q4	$500K	Hold	13,220	–	–	0.27%	40
2024 Q3	$534K	Hold	13,220	–	–	0.29%	38
2024 Q2	$450K	Sell	13,220 -480	-4%	-$16.5K	0.26%	41
2024 Q1	$450K	Buy	13,700 +400	+3%	+$12.5K	0.26%	41
2023 Q4	$421K	Buy	13,300 +1,800	+16%	+$55K	0.27%	37
2023 Q3	$339K	Buy	+11,500	New	+$371K	0.24%	40

Other funds holding XLU

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MYeCFO's XLU Position: Q3 2026 in Review

MYeCFO held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 9,280 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #59.

MYeCFO first reported a position in XLU in Q3 2023 and has held it in 13 quarters since. The position peaked at $534K in Q3 2024. 695 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

MYeCFO held 9,280 shares of State Street Utilities Select Sector SPDR ETF worth $366K as of Q3 2026.
MYeCFO left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.14% of MYeCFO's portfolio in Q3 2026, its #59 holding.
MYeCFO first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
MYeCFO's State Street Utilities Select Sector SPDR ETF position peaked at $534K in Q3 2024.
695 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.