Planning Directions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Planning Directions’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	$595K	Buy	13,130 +216	+2%	+$9.78K	0.28%	50
2026 Q1	$593K	Buy	12,914 +450	+4%	+$20.2K	0.3%	48
2025 Q4	$532K	Buy	12,464 +870	+8%	+$38.5K	0.27%	44
2025 Q3	$506K	Sell	11,594 -496	-4%	-$21K	0.26%	45
2025 Q2	$494K	Buy	12,090 +70	+0.6%	+$2.79K	0.28%	43
2025 Q1	$474K	Sell	12,020 -562	-4%	-$22K	0.2%	67
2024 Q4	$476K	Sell	12,582 -814	-6%	-$32.3K	0.28%	43
2024 Q3	$541K	Sell	13,396 -1,910	-12%	-$70.9K	0.32%	40
2024 Q2	$521K	Sell	15,306 -2,720	-15%	-$93.4K	0.36%	37
2024 Q1	$592K	Sell	18,026 -37,278	-67%	-$1.16M	0.41%	35
2023 Q4	$1.75M	Buy	55,304 +4,590	+9%	+$140K	1.25%	18
2023 Q3	$1.49M	Buy	50,714 +7,316	+17%	+$236K	1.14%	19
2023 Q2	$1.42M	Buy	43,398 +8,784	+25%	+$296K	1.03%	21
2023 Q1	$1.17M	Buy	34,614 +5,120	+17%	+$174K	0.87%	23
2022 Q4	$1.04M	Buy	29,494 +8,038	+37%	+$273K	0.79%	24
2022 Q3	$703K	Buy	21,456 +14,300	+200%	+$524K	0.57%	31
2022 Q2	$251K	Buy	+7,156	New	+$259K	0.19%	57

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

Planning Directions's XLU Position: Q2 2026 in Review

Planning Directions increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.7% in Q2 2026, buying an estimated $9.78K and bringing the position to 13,130 shares worth $595K. The position accounts for 0.28% of the portfolio, ranked #50.

Planning Directions first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q4 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Planning Directions held 13,130 shares of State Street Utilities Select Sector SPDR ETF worth $595K as of Q2 2026.
Planning Directions bought 216 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.78K.
State Street Utilities Select Sector SPDR ETF made up 0.28% of Planning Directions's portfolio in Q2 2026, its #50 holding.
Planning Directions first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Planning Directions's State Street Utilities Select Sector SPDR ETF position peaked at $1.75M in Q4 2023.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.