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

New Harbor 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	$27.1M	Buy	597,390 +34,710	+6%	+$1.57M	4.28%	13
2026 Q1	$25.8M	Buy	562,680 +25,806	+5%	+$1.16M	4.55%	13
2025 Q4	$22.9M	Buy	536,874 +29,484	+6%	+$1.31M	4.2%	14
2025 Q3	$22.1M	Buy	507,390 +15,508	+3%	+$656K	4.48%	13
2025 Q2	$20.1M	Buy	+491,882	New	+$19.6M	4.61%	13
2025 Q1	–	Sell	-639,076	Closed	-$24.2M	–	86
2024 Q4	$24.2M	Buy	639,076 +3,334	+0.5%	+$132K	7.12%	3
2024 Q3	$25.7M	Buy	635,742 +41,724	+7%	+$1.55M	6.58%	3
2024 Q2	$20.2M	Buy	+594,018	New	+$20.4M	6.1%	6

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

New Harbor Financial Group's XLU Position: Q2 2026 in Review

New Harbor Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.2% in Q2 2026, buying an estimated $1.57M and bringing the position to 597,390 shares worth $27.1M. The position accounts for 4.28% of the portfolio, ranked #13.

New Harbor Financial Group first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

New Harbor Financial Group held 597,390 shares of State Street Utilities Select Sector SPDR ETF worth $27.1M as of Q2 2026.
New Harbor Financial Group bought 34,710 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.57M.
State Street Utilities Select Sector SPDR ETF made up 4.28% of New Harbor Financial Group's portfolio in Q2 2026, its #13 holding.
New Harbor Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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