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Quantum Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Quantum Financial 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 		$1.23M Buy
+27,158
New +$1.23M 0.63% 42

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Quantum Financial Partners's XLU Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 27,158 shares worth $1.23M. The stake represents 0.63% of the portfolio and ranks #42 among its holdings.

384 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Quantum Financial Partners held 27,158 shares of State Street Utilities Select Sector SPDR ETF worth $1.23M as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Quantum Financial Partners position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.63% of Quantum Financial Partners's portfolio in Q2 2026, its #42 holding.
  • 384 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.