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Okabena Investment Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Okabena Investment Services’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 		$552K Buy
12,173
+268
+2% +$12.1K 0.1% 106
2026
Q1 		$546K Buy
11,905
+268
+2% +$12K 0.11% 111
2025
Q4 		$497K Buy
11,637
+233
+2% +$10.3K 0.09% 116
2025
Q3 		$497K Buy
11,404
+240
+2% +$10.2K 0.1% 114
2025
Q2 		$456K Buy
11,164
+276
+3% +$11K 0.1% 107
2025
Q1 		$429K Buy
10,888
+72
+0.7% +$2.81K 0.11% 103
2024
Q4 		$409K Buy
10,816
+826
+8% +$32.8K 0.11% 100
2024
Q3 		$403K Hold
9,990
– – 0.11% 95
2024
Q2 		$340K Hold
9,990
– – 0.11% 101
2024
Q1 		$328K Hold
9,990
– – 0.11% 94
2023
Q4 		$316K Buy
+9,990
New +$305K 0.12% 92

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Okabena Investment Services's XLU Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,173 shares worth $552K. The position accounts for 0.1% of the portfolio, ranked #106.

Okabena Investment Services first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,249 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Okabena Investment Services held 12,173 shares of State Street Utilities Select Sector SPDR ETF worth $552K as of Q2 2026.
  • Okabena Investment Services bought 268 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $12.1K.
  • State Street Utilities Select Sector SPDR ETF made up 0.1% of Okabena Investment Services's portfolio in Q2 2026, its #106 holding.
  • Okabena Investment Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.