Northstar Financial Companies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Northstar Financial Companies’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	$278K	Buy	6,128 +914	+18%	+$41.4K	0.19%	97
2026 Q1	$239K	Sell	5,214 -98	-2%	-$4.4K	0.19%	98
2025 Q4	$227K	Sell	5,312 -1,312	-20%	-$58.1K	0.18%	106
2025 Q3	$289K	Sell	6,624 -644	-9%	-$27.2K	0.27%	80
2025 Q2	$297K	Sell	7,268 -4,164	-36%	-$166K	0.31%	76
2025 Q1	$451K	Buy	11,432 +2,518	+28%	+$98.4K	0.49%	48
2024 Q4	$337K	Buy	+8,914	New	+$354K	0.32%	70

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 22.9% 1-Year Est. Return

Northstar Financial Companies's XLU Position: Q2 2026 in Review

Northstar Financial Companies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2026, buying an estimated $41.4K and bringing the position to 6,128 shares worth $278K. The position accounts for 0.19% of the portfolio, ranked #97.

Northstar Financial Companies first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Northstar Financial Companies held 6,128 shares of State Street Utilities Select Sector SPDR ETF worth $278K as of Q2 2026.
Northstar Financial Companies bought 914 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $41.4K.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Northstar Financial Companies's portfolio in Q2 2026, its #97 holding.
Northstar Financial Companies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's State Street Utilities Select Sector SPDR ETF position peaked at $451K in Q1 2025.
1,584 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.