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

Resurgent Financial 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	$435K	Buy	9,591 +511	+6%	+$23.1K	0.12%	183
2026 Q1	$417K	Buy	+9,080	New	+$407K	0.15%	162
2025 Q3	–	Sell	-7,222	Closed	-$295K	–	225
2025 Q2	$295K	Buy	7,222 +28	+0.4%	+$1.12K	0.16%	147
2025 Q1	$284K	Sell	7,194 -374	-5%	-$14.6K	0.17%	143
2024 Q4	$286K	Sell	7,568 -1,678	-18%	-$66.6K	0.17%	140
2024 Q3	$373K	Sell	9,246 -12,756	-58%	-$473K	0.22%	132
2024 Q2	$750K	Sell	22,002 -48,662	-69%	-$1.67M	0.47%	62
2024 Q1	$2.32M	Buy	70,664 +43,856	+164%	+$1.37M	1.24%	18
2023 Q4	$849K	Buy	26,808 +15,188	+131%	+$464K	0.52%	43
2023 Q3	$342K	Buy	11,620 +8,382	+259%	+$270K	0.23%	99
2023 Q2	$106K	Buy	3,238 +154	+5%	+$5.18K	0.07%	227
2023 Q1	$104K	Buy	3,084 +2,052	+199%	+$69.5K	0.07%	227
2022 Q4	$36.4K	Buy	+1,032	New	+$35.1K	0.02%	493
2022 Q3	–	Sell	-8,400	Closed	-$295K	–	214
2022 Q2	$295K	Buy	+8,400	New	+$304K	0.19%	135

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Resurgent Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.6% in Q2 2026, buying an estimated $23.1K and bringing the position to 9,591 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #183.

Resurgent Financial Advisors first reported a position in XLU in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.32M in Q1 2024. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Resurgent Financial Advisors held 9,591 shares of State Street Utilities Select Sector SPDR ETF worth $435K as of Q2 2026.
Resurgent Financial Advisors bought 511 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $23.1K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q2 2026, its #183 holding.
Resurgent Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 14 quarters since.
Resurgent Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.32M in Q1 2024.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.