Pacific Sun Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pacific Sun Financial’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	$213K	Sell	4,692 -350	-7%	-$15.9K	0.09%	207
2026 Q1	$231K	Hold	5,042	–	–	0.11%	185
2025 Q4	$215K	Hold	5,042	–	–	0.1%	189
2025 Q3	$220K	Hold	5,042	–	–	0.11%	181
2025 Q2	$206K	Sell	5,042 -300	-6%	-$12K	0.11%	182
2025 Q1	$211K	Hold	5,342	–	–	0.12%	173
2024 Q4	$202K	Hold	5,342	–	–	0.11%	179
2024 Q3	$216K	Buy	+5,342	New	+$198K	0.12%	177
2023 Q4	–	Sell	-7,182	Closed	-$212K	–	175
2023 Q3	$212K	Hold	7,182	–	–	0.15%	161
2023 Q2	$243K	Buy	+7,182	New	+$242K	0.16%	152
2022 Q4	$253K	Sell	7,182 -150	-2%	-$5.1K	0.18%	148
2022 Q3	$240K	Hold	7,332	–	–	0.17%	153
2022 Q2	$257K	Hold	7,332	–	–	0.17%	150
2022 Q1	$273K	Hold	7,332	–	–	0.15%	153
2021 Q4	$262K	Sell	7,332 -860	-10%	-$29K	0.14%	164
2021 Q3	$262K	Buy	+8,192	New	+$274K	0.15%	155
2020 Q3	$249K	Buy	8,392 +72	+0.9%	+$2.14K	0.21%	128
2020 Q2	$235K	Hold	8,320	–	–	0.21%	127
2020 Q1	$231K	Hold	8,320	–	–	0.27%	113
2019 Q4	$269K	Sell	8,320 -400	-5%	-$12.7K	0.24%	117
2019 Q3	$282K	Sell	8,720 -200	-2%	-$6.17K	0.27%	111
2019 Q2	$266K	Buy	+8,920	New	+$262K	0.25%	111
2018 Q2	$278K	Sell	10,420 -1,300	-11%	-$32.7K	0.29%	99
2018 Q1	$296K	Buy	+11,720	New	+$293K	0.39%	84

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 22.96% 1-Year Est. Return

Pacific Sun Financial's XLU Position: Q2 2026 in Review

Pacific Sun Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.9% in Q2 2026, selling an estimated $15.9K and leaving 4,692 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #207.

Pacific Sun Financial first reported a position in XLU in Q1 2018 and has held it in 24 quarters since. The position peaked at $296K in Q1 2018. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pacific Sun Financial held 4,692 shares of State Street Utilities Select Sector SPDR ETF worth $213K as of Q2 2026.
Pacific Sun Financial sold 350 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $15.9K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Pacific Sun Financial's portfolio in Q2 2026, its #207 holding.
Pacific Sun Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 24 quarters since.
Pacific Sun Financial's State Street Utilities Select Sector SPDR ETF position peaked at $296K in Q1 2018.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.