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

Nations 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 		$955K Buy
21,061
+1,147
+6% +$52K 0.05% 388
2026
Q1 		$914K Buy
19,914
+2,039
+11% +$91.5K 0.05% 387
2025
Q4 		$763K Buy
17,875
+7,911
+79% +$350K 0.04% 424
2025
Q3 		$435K Buy
9,964
+1,232
+14% +$52.1K 0.03% 513
2025
Q2 		$357K Buy
8,732
+772
+10% +$30.8K 0.02% 525
2025
Q1 		$314K Sell
7,960
-448
-5% -$17.5K 0.02% 525
2024
Q4 		$318K Buy
8,408
+608
+8% +$24.1K 0.02% 537
2024
Q3 		$315K Buy
+7,800
New +$289K 0.02% 554
2024
Q1 		– Sell
-7,046
Closed -$223K – 657
2023
Q4 		$223K Sell
7,046
-2,468
-26% -$75.5K 0.02% 574
2023
Q3 		$280K Buy
9,514
+1,174
+14% +$37.8K 0.03% 510
2023
Q2 		$273K Buy
8,340
+146
+2% +$4.92K 0.03% 530
2023
Q1 		$277K Sell
8,194
-530
-6% -$18K 0.03% 506
2022
Q4 		$308K Buy
8,724
+12
+0.1% +$408 0.03% 468
2022
Q3 		$285K Buy
8,712
+834
+11% +$30.6K 0.04% 403
2022
Q2 		$276K Buy
7,878
+1,008
+15% +$36.5K 0.04% 427
2022
Q1 		$256K Sell
6,870
-962
-12% -$33.4K 0.03% 455
2021
Q4 		$280K Buy
7,832
+1,330
+20% +$44.9K 0.04% 400
2021
Q3 		$208K Buy
+6,502
New +$217K 0.03% 420

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

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

Nations Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.8% in Q2 2026, buying an estimated $52K and bringing the position to 21,061 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #388.

Nations Financial Group first reported a position in XLU in Q3 2021 and has held it in 18 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Nations Financial Group held 21,061 shares of State Street Utilities Select Sector SPDR ETF worth $955K as of Q2 2026.
  • Nations Financial Group bought 1,147 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $52K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #388 holding.
  • Nations Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.