Quantum Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Quantum Financial Partners's XLU Position: Q3 2026 in Review
Quantum Financial Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.7% in Q3 2026, selling an estimated $90.8K and leaving 25,069 shares worth $989K. The position accounts for 0.51% of the portfolio, ranked #50.
Quantum Financial Partners first reported a position in XLU in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.23M in Q2 2026. 1,170 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Quantum Financial Partners held 25,069 shares of State Street Utilities Select Sector SPDR ETF worth $989K as of Q3 2026.
- Quantum Financial Partners sold 2,089 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $90.8K.
- State Street Utilities Select Sector SPDR ETF made up 0.51% of Quantum Financial Partners's portfolio in Q3 2026, its #50 holding.
- Quantum Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
- Quantum Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.23M in Q2 2026.
- 1,170 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.