Post Resch Tallon Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Post Resch Tallon Group’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	$245K	Sell	5,400 -300	-5%	-$13.6K	0.17%	105
2026 Q1	$262K	Sell	5,700 -654	-10%	-$29.3K	0.21%	89
2025 Q4	$271K	Buy	+6,354	New	+$281K	0.23%	79

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Post Resch Tallon Group's XLU Position: Q2 2026 in Review

Post Resch Tallon Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.3% in Q2 2026, selling an estimated $13.6K and leaving 5,400 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #105.

Post Resch Tallon Group first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Post Resch Tallon Group held 5,400 shares of State Street Utilities Select Sector SPDR ETF worth $245K as of Q2 2026.
Post Resch Tallon Group sold 300 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13.6K.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Post Resch Tallon Group's portfolio in Q2 2026, its #105 holding.
Post Resch Tallon Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Post Resch Tallon Group's State Street Utilities Select Sector SPDR ETF position peaked at $271K in Q4 2025.
660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.