Register Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	4,664 +20	+0.4%	+$906	0.06%	229
2026 Q1	$213K	Buy	4,644 +22	+0.5%	+$987	0.08%	210
2025 Q4	$197K	Buy	4,622 +474	+11%	+$21K	0.08%	203
2025 Q3	$181K	Buy	4,148 +22	+0.5%	+$931	0.07%	205
2025 Q2	$169K	Buy	4,126 +20	+0.5%	+$797	0.07%	198
2025 Q1	$162K	Sell	4,106 -146	-3%	-$5.7K	0.08%	183
2024 Q4	$161K	Buy	4,252 +224	+6%	+$8.89K	0.08%	185
2024 Q3	$163K	Buy	4,028 +20	+0.5%	+$742	0.08%	179
2024 Q2	$137K	Buy	4,008 +24	+0.6%	+$824	0.07%	213
2024 Q1	$131K	Buy	3,984 +2,996	+303%	+$93.5K	0.07%	218
2023 Q4	$31.3K	Buy	988 +906	+1,105%	+$27.7K	0.02%	222
2023 Q3	$2.42K	Buy	82 +30	+58%	+$967	﹤0.01%	505
2023 Q2	$1.68K	Buy	52 +2	+4%	+$67	﹤0.01%	503
2023 Q1	$1.72K	Hold	50	–	–	﹤0.01%	501
2022 Q4	$1.78K	Buy	+50	New	+$1.7K	﹤0.01%	746

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 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 $44.6B AUM 28.94% 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

Register Financial Advisors's XLU Position: Q2 2026 in Review

Register Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.43% in Q2 2026, buying an estimated $906 and bringing the position to 4,664 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #229.

Register Financial Advisors first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $213K in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Register Financial Advisors held 4,664 shares of State Street Utilities Select Sector SPDR ETF worth $211K as of Q2 2026.
Register Financial Advisors bought 20 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $906.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Register Financial Advisors's portfolio in Q2 2026, its #229 holding.
Register Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $213K in Q1 2026.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.