Personal CFO Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Personal CFO Solutions’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	$778K	Sell	17,151 -105	-0.6%	-$4.76K	0.11%	161
2026 Q1	$792K	Sell	17,256 -71	-0.4%	-$3.19K	0.11%	161
2025 Q4	$740K	Sell	17,327 -295	-2%	-$13.1K	0.12%	162
2025 Q3	$768K	Sell	17,622 -5,376	-23%	-$227K	0.13%	156
2025 Q2	$939K	Sell	22,998 -5,980	-21%	-$238K	0.17%	117
2025 Q1	$1.14M	Sell	28,978 -520	-2%	-$20.3K	0.23%	85
2024 Q4	$1.12M	Buy	29,498 +5,902	+25%	+$234K	0.22%	96
2024 Q3	$953K	Sell	23,596 -142	-0.6%	-$5.27K	0.13%	146
2024 Q2	$809K	Sell	23,738 -664	-3%	-$22.8K	0.12%	159
2024 Q1	$801K	Sell	24,402 -3,216	-12%	-$100K	0.13%	163
2023 Q4	$875K	Buy	+27,618	New	+$844K	0.15%	140
2023 Q1	–	Sell	-46,984	Closed	-$1.66M	–	512
2022 Q4	$1.66M	Buy	46,984 +5,764	+14%	+$196K	0.35%	56
2022 Q3	$1.35M	Buy	+41,220	New	+$1.51M	0.34%	52
2020 Q1	–	Sell	-40,800	Closed	-$1.32M	–	384
2019 Q4	$1.32M	Sell	40,800 -2,104	-5%	-$66.8K	0.38%	51
2019 Q3	$1.39M	Buy	+42,904	New	+$1.32M	0.55%	32

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

Personal CFO Solutions's XLU Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.61% in Q2 2026, selling an estimated $4.76K and leaving 17,151 shares worth $778K. The position accounts for 0.11% of the portfolio, ranked #161.

Personal CFO Solutions first reported a position in XLU in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2022. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Personal CFO Solutions held 17,151 shares of State Street Utilities Select Sector SPDR ETF worth $778K as of Q2 2026.
Personal CFO Solutions sold 105 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.76K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #161 holding.
Personal CFO Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 15 quarters since.
Personal CFO Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $1.66M in Q4 2022.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.