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Petra Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Petra Financial Advisors’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 		$462K Hold
10,180
– – 0.21% 110
2026
Q1 		$467K Buy
10,180
+5,274
+108% +$237K 0.29% 85
2025
Q4 		$209K Sell
4,906
-1,954
-28% -$86.5K 0.12% 133
2025
Q3 		$299K Hold
6,860
– – 0.17% 120
2025
Q2 		$280K Buy
+6,860
New +$273K 0.18% 120
2025
Q1 		– Sell
-6,860
Closed -$260K – 150
2024
Q4 		$260K Sell
6,860
-1,156
-14% -$45.9K 0.18% 121
2024
Q3 		$324K Hold
8,016
– – 0.21% 105
2024
Q2 		$273K Sell
8,016
-1,676
-17% -$57.6K 0.2% 105
2024
Q1 		$318K Hold
9,692
– – 0.23% 98
2023
Q4 		$307K Hold
9,692
– – 0.26% 90
2023
Q3 		$286K Sell
9,692
-412
-4% -$13.3K 0.24% 96
2023
Q2 		$331K Sell
10,104
-13,940
-58% -$469K 0.3% 85
2023
Q1 		$922K Buy
24,044
+13,940
+138% +$472K 0.91% 26
2022
Q4 		$356K Buy
+10,104
New +$344K 0.39% 65

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
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

Petra Financial Advisors's XLU Position: Q2 2026 in Review

Petra Financial Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 10,180 shares worth $462K. The position accounts for 0.21% of the portfolio, ranked #110.

Petra Financial Advisors first reported a position in XLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $922K in Q1 2023. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Petra Financial Advisors held 10,180 shares of State Street Utilities Select Sector SPDR ETF worth $462K as of Q2 2026.
  • Petra Financial Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.21% of Petra Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Petra Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Petra Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $922K in Q1 2023.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.