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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Resurgent Financial Advisors's XLU Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 9,080 shares worth $417K. The stake represents 0.15% of the portfolio and ranks #162 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in XLU as recently as Q2 2025.

Resurgent Financial Advisors first reported a position in XLU in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.32M in Q1 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Resurgent Financial Advisors held 9,080 shares of State Street Utilities Select Sector SPDR ETF worth $417K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Resurgent Financial Advisors position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q1 2026, its #162 holding.
Resurgent Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 13 quarters since.
Resurgent Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.32M in Q1 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.