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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NFP Retirement Inc's XLU Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.9% in Q1 2026, buying an estimated $57.2K and bringing the position to 34,296 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #117.

NFP Retirement Inc first reported a position in XLU in Q3 2020 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • NFP Retirement Inc held 34,296 shares of State Street Utilities Select Sector SPDR ETF worth $1.57M as of Q1 2026.
  • NFP Retirement Inc bought 1,275 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $57.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of NFP Retirement Inc's portfolio in Q1 2026, its #117 holding.
  • NFP Retirement Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 14 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.