Narus Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Narus Financial Partners’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	$754K	Sell	16,631 -865	-5%	-$39.2K	0.19%	81
2026 Q1	$803K	Buy	17,496 +100	+0.6%	+$4.49K	0.21%	73
2025 Q4	$743K	Sell	17,396 -120	-0.7%	-$5.31K	0.2%	75
2025 Q3	$764K	Sell	17,516 -360	-2%	-$15.2K	0.21%	72
2025 Q2	$730K	Buy	17,876 +1,850	+12%	+$73.7K	0.23%	68
2025 Q1	$632K	Buy	16,026 +3,340	+26%	+$130K	0.21%	68
2024 Q4	$480K	Sell	12,686 -1,006	-7%	-$39.9K	0.16%	82
2024 Q3	$553K	Buy	13,692 +2,028	+17%	+$75.2K	0.2%	72
2024 Q2	$397K	Sell	11,664 -90	-0.8%	-$3.09K	0.16%	89
2024 Q1	$386K	Sell	11,754 -216	-2%	-$6.74K	0.16%	90
2023 Q4	$379K	Sell	11,970 -27,374	-70%	-$837K	0.18%	85
2023 Q3	$1.16M	Sell	39,344 -956	-2%	-$30.8K	0.59%	32
2023 Q2	$1.32M	Buy	40,300 +254	+0.6%	+$8.55K	0.68%	28
2023 Q1	$1.36M	Buy	40,046 +554	+1%	+$18.8K	0.73%	26
2022 Q4	$1.39M	Buy	39,492 +6,908	+21%	+$235K	0.8%	24
2022 Q3	$1.07M	Buy	32,584 +2,750	+9%	+$101K	0.67%	26
2022 Q2	$1.05M	Buy	+29,834	New	+$1.08M	0.67%	28
2021 Q1	$268K	Buy	+8,366	New	+$260K	0.16%	76
2019 Q4	$580K	Buy	17,956 +2,782	+18%	+$88.4K	0.41%	29
2019 Q3	$491K	Buy	15,174 +58	+0.4%	+$1.79K	0.36%	32
2019 Q2	$451K	Buy	+15,116	New	+$444K	0.35%	35

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

Narus Financial Partners's XLU Position: Q2 2026 in Review

Narus Financial Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q2 2026, selling an estimated $39.2K and leaving 16,631 shares worth $754K. The position accounts for 0.19% of the portfolio, ranked #81.

Narus Financial Partners first reported a position in XLU in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Narus Financial Partners held 16,631 shares of State Street Utilities Select Sector SPDR ETF worth $754K as of Q2 2026.
Narus Financial Partners sold 865 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $39.2K.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Narus Financial Partners's portfolio in Q2 2026, its #81 holding.
Narus Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 21 quarters since.
Narus Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.39M in Q4 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.