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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
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
Citigroup
Citigroup New York $303B AUM 53.02% 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. 997 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.
  • 997 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.