Pacifica Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pacifica Partners’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 Q3	$248K	Hold	6,262	–	–	0.07%	101
2026 Q2	$287K	Hold	6,262	–	–	0.09%	97
2026 Q1	$287K	Sell	6,262 -30	-0.5%	-$1.35K	0.1%	96
2025 Q4	$272K	Buy	6,292 +372	+6%	+$16.5K	0.12%	87
2025 Q3	$261K	Hold	5,920	–	–	0.09%	101
2025 Q2	$241K	Sell	5,920 -50	-0.8%	-$1.99K	0.1%	98
2025 Q1	$236K	Hold	5,970	–	–	0.11%	94
2024 Q4	$228K	Sell	5,970 -20	-0.3%	-$794	0.1%	98
2024 Q3	$242K	Sell	5,990 -182	-3%	-$6.75K	0.1%	98
2024 Q2	$211K	Sell	6,172 -2,100	-25%	-$72.1K	0.09%	100
2024 Q1	$265K	Hold	8,272	–	–	0.12%	90
2023 Q4	$260K	Buy	8,272 +132	+2%	+$4.04K	0.13%	91
2023 Q3	$230K	Buy	8,140 +2,950	+57%	+$95.1K	0.13%	88
2023 Q2	$173K	Sell	5,190 -140	-3%	-$4.71K	0.1%	97
2023 Q1	$185K	Hold	5,330	–	–	0.11%	91
2022 Q4	$190K	Hold	5,330	–	–	0.13%	87
2022 Q3	$191K	Sell	5,330 -200	-4%	-$7.33K	0.14%	84
2022 Q2	$195K	Hold	5,530	–	–	0.13%	87
2022 Q1	$188K	Sell	5,530 -350	-6%	-$12.1K	0.12%	86
2021 Q4	$208K	Hold	5,880	–	–	0.14%	88
2021 Q3	$191K	Sell	5,880 -50	-0.8%	-$1.67K	0.14%	84
2021 Q2	$188K	Hold	5,930	–	–	0.14%	83
2021 Q1	$191K	Hold	5,930	–	–	0.16%	79
2020 Q4	$181K	Hold	5,930	–	–	0.17%	74
2020 Q3	$176K	Hold	5,930	–	–	0.19%	75
2020 Q2	$171K	Hold	5,930	–	–	0.19%	74
2020 Q1	$163K	Buy	5,930 +3,640	+159%	+$116K	0.2%	70
2019 Q4	$74K	Buy	+2,290	New	+$72.7K	0.07%	119

Other funds holding XLU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pacifica Partners's XLU Position: Q3 2026 in Review

Pacifica Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 6,262 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #101.

Pacifica Partners first reported a position in XLU in Q4 2019 and has held it in 28 quarters since. The position peaked at $287K in Q1 2026. 462 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Pacifica Partners held 6,262 shares of State Street Utilities Select Sector SPDR ETF worth $248K as of Q3 2026.
Pacifica Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Pacifica Partners's portfolio in Q3 2026, its #101 holding.
Pacifica Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
Pacifica Partners's State Street Utilities Select Sector SPDR ETF position peaked at $287K in Q1 2026.
462 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.