Northeast Planning Associates NH’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Northeast Planning Associates NH’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	$314K	Sell	6,916 -238	-3%	-$10.8K	0.23%	48
2026 Q1	$328K	Buy	7,154 +2	+0%	+$90	0.22%	39
2025 Q4	$305K	Buy	7,152 +2	+0%	+$89	0.22%	38
2025 Q3	$312K	Sell	7,150 -100	-1%	-$4.23K	0.26%	36
2025 Q2	$296K	Sell	7,250 -1,476	-17%	-$58.8K	0.27%	37
2025 Q1	$344K	Sell	8,726 -7,344	-46%	-$287K	0.29%	37
2024 Q4	$608K	Buy	+16,070	New	+$638K	0.63%	22

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Northeast Planning Associates NH's XLU Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.3% in Q2 2026, selling an estimated $10.8K and leaving 6,916 shares worth $314K. The position accounts for 0.23% of the portfolio, ranked #48.

Northeast Planning Associates NH first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q4 2024. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Northeast Planning Associates NH held 6,916 shares of State Street Utilities Select Sector SPDR ETF worth $314K as of Q2 2026.
Northeast Planning Associates NH sold 238 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.8K.
State Street Utilities Select Sector SPDR ETF made up 0.23% of Northeast Planning Associates NH's portfolio in Q2 2026, its #48 holding.
Northeast Planning Associates NH first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Northeast Planning Associates NH's State Street Utilities Select Sector SPDR ETF position peaked at $608K in Q4 2024.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.