Resonant Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Resonant Capital Advisors’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	$1.22M	Hold	26,930	–	–	0.06%	170
2026 Q1	$1.24M	Hold	26,930	–	–	0.06%	163
2025 Q4	$1.15M	Hold	26,930	–	–	0.06%	159
2025 Q3	$1.17M	Hold	26,930	–	–	0.07%	155
2025 Q2	$1.1M	Hold	26,930	–	–	0.07%	152
2025 Q1	$1.06M	Hold	26,930	–	–	0.07%	146
2024 Q4	$1.02M	Sell	26,930 -26	-0.1%	-$1.03K	0.07%	150
2024 Q3	$1.09M	Buy	26,956 +26	+0.1%	+$965	0.08%	144
2024 Q2	$918K	Buy	26,930 +6,930	+35%	+$238K	0.07%	150
2024 Q1	$657K	Hold	20,000	–	–	0.06%	175
2023 Q4	$633K	Hold	20,000	–	–	0.06%	169
2023 Q3	$589K	Hold	20,000	–	–	0.06%	162
2023 Q2	$654K	Hold	20,000	–	–	0.07%	151
2023 Q1	$677K	Sell	20,000 -6,858	-26%	-$232K	0.08%	147
2022 Q4	$947K	Buy	26,858 +6,858	+34%	+$233K	0.12%	119
2022 Q3	$655K	Hold	20,000	–	–	0.1%	128
2022 Q2	$701K	Hold	20,000	–	–	0.11%	122
2022 Q1	$755K	Sell	20,000 -336	-2%	-$11.6K	0.11%	109
2021 Q4	$728K	Buy	20,336 +336	+2%	+$11.3K	0.11%	106
2021 Q3	$639K	Hold	20,000	–	–	0.11%	104
2021 Q2	$632K	Hold	20,000	–	–	0.12%	99
2021 Q1	$640K	Hold	20,000	–	–	0.13%	94
2020 Q4	$627K	Hold	20,000	–	–	0.15%	95
2020 Q3	$594K	Hold	20,000	–	–	0.17%	90
2020 Q2	$564K	Hold	20,000	–	–	0.16%	98
2020 Q1	$554K	Hold	20,000	–	–	0.2%	118
2019 Q4	$646K	Buy	+20,000	New	+$635K	0.2%	122

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Resonant Capital Advisors's XLU Position: Q2 2026 in Review

Resonant Capital Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 26,930 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #170.

Resonant Capital Advisors first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q1 2026. 772 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Resonant Capital Advisors held 26,930 shares of State Street Utilities Select Sector SPDR ETF worth $1.22M as of Q2 2026.
Resonant Capital Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Resonant Capital Advisors's portfolio in Q2 2026, its #170 holding.
Resonant Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Resonant Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.24M in Q1 2026.
772 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.