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 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Pacifica Partners's XLU Position: Q2 2026 in Review

Pacifica Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,262 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #97.

Pacifica Partners first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $287K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pacifica Partners held 6,262 shares of State Street Utilities Select Sector SPDR ETF worth $287K as of Q2 2026.
Pacifica Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Pacifica Partners's portfolio in Q2 2026, its #97 holding.
Pacifica Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Pacifica Partners's State Street Utilities Select Sector SPDR ETF position peaked at $287K in Q1 2026.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.