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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Narus Financial Partners's XLU Position: Q1 2026 in Review

Narus Financial Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.57% in Q1 2026, buying an estimated $4.49K and bringing the position to 17,496 shares worth $803K. The position accounts for 0.21% of the portfolio, ranked #73.

Narus Financial Partners first reported a position in XLU in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.39M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Narus Financial Partners held 17,496 shares of State Street Utilities Select Sector SPDR ETF worth $803K as of Q1 2026.
Narus Financial Partners bought 100 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.49K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Narus Financial Partners's portfolio in Q1 2026, its #73 holding.
Narus Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 20 quarters since.
Narus Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.39M in Q4 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.