NFP Retirement Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

NFP Retirement Inc’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	$1.54M	Sell	33,961 -335	-1%	-$15.2K	0.08%	121
2026 Q1	$1.57M	Buy	34,296 +1,275	+4%	+$57.2K	0.09%	117
2025 Q4	$1.41M	Buy	33,021 +6,661	+25%	+$295K	0.09%	117
2025 Q3	$1.15M	Buy	26,360 +6,398	+32%	+$271K	0.07%	122
2025 Q2	$815K	Buy	19,962 +5,580	+39%	+$222K	0.05%	151
2025 Q1	$567K	Buy	14,382 +322	+2%	+$12.6K	0.04%	171
2024 Q4	$532K	Buy	14,060 +1,098	+8%	+$43.6K	0.04%	179
2024 Q3	$524K	Buy	+12,962	New	+$481K	0.04%	182
2022 Q2	–	Sell	-8,480	Closed	-$316K	–	251
2022 Q1	$316K	Hold	8,480	–	–	0.07%	177
2021 Q4	$304K	Hold	8,480	–	–	0.11%	116
2021 Q3	$271K	Sell	8,480 -36	-0.4%	-$1.2K	0.11%	112
2021 Q2	$269K	Hold	8,516	–	–	0.1%	116
2021 Q1	$273K	Hold	8,516	–	–	0.12%	110
2020 Q4	$267K	Hold	8,516	–	–	0.17%	98
2020 Q3	$253K	Buy	+8,516	New	+$253K	0.17%	93

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

NFP Retirement Inc's XLU Position: Q2 2026 in Review

NFP Retirement Inc reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.98% in Q2 2026, selling an estimated $15.2K and leaving 33,961 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #121.

NFP Retirement Inc first reported a position in XLU in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.57M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

NFP Retirement Inc held 33,961 shares of State Street Utilities Select Sector SPDR ETF worth $1.54M as of Q2 2026.
NFP Retirement Inc sold 335 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of NFP Retirement Inc's portfolio in Q2 2026, its #121 holding.
NFP Retirement Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
NFP Retirement Inc's State Street Utilities Select Sector SPDR ETF position peaked at $1.57M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.