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

Platform Technology 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	$1.26M	Buy	27,680 +174	+0.6%	+$7.88K	0.21%	103
2026 Q1	$1.26M	Buy	27,506 +4,105	+18%	+$184K	0.24%	96
2025 Q4	$999K	Buy	23,401 +241	+1%	+$10.7K	0.21%	106
2025 Q3	$1.01M	Buy	23,160 +1,384	+6%	+$58.5K	0.24%	100
2025 Q2	$889K	Buy	21,776 +702	+3%	+$28K	0.23%	109
2025 Q1	$831K	Sell	21,074 -266	-1%	-$10.4K	0.24%	104
2024 Q4	$808K	Buy	21,340 +2,166	+11%	+$86K	0.24%	96
2024 Q3	$774K	Buy	19,174 +1,406	+8%	+$52.2K	0.24%	95
2024 Q2	$605K	Buy	+17,768	New	+$610K	0.21%	103
2023 Q4	$547K	Buy	17,940 +6,772	+61%	+$207K	0.21%	108
2023 Q3	$329K	Buy	+11,168	New	+$360K	0.15%	136

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

Platform Technology Partners's XLU Position: Q2 2026 in Review

Platform Technology Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.63% in Q2 2026, buying an estimated $7.88K and bringing the position to 27,680 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #103.

Platform Technology Partners first reported a position in XLU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Platform Technology Partners held 27,680 shares of State Street Utilities Select Sector SPDR ETF worth $1.26M as of Q2 2026.
Platform Technology Partners bought 174 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.88K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Platform Technology Partners's portfolio in Q2 2026, its #103 holding.
Platform Technology Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Platform Technology Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.