Retireful LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Retireful LLC’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	$2.06M	Sell	45,467 -2,966	-6%	-$134K	1.92%	19
2026 Q1	$2.22M	Sell	48,433 -681	-1%	-$30.6K	3.13%	4
2025 Q4	$2.11M	Buy	+49,114	New	+$2.17M	2.65%	4
2025 Q2	–	Sell	-54,914	Closed	-$2.14M	–	180
2025 Q1	$2.14M	Sell	54,914 -14,672	-21%	-$573K	2.02%	10
2024 Q4	$2.63M	Buy	+69,586	New	+$2.76M	1.48%	14

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

Retireful LLC's XLU Position: Q2 2026 in Review

Retireful LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.1% in Q2 2026, selling an estimated $134K and leaving 45,467 shares worth $2.06M. The position accounts for 1.92% of the portfolio, ranked #19.

Retireful LLC first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.63M in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Retireful LLC held 45,467 shares of State Street Utilities Select Sector SPDR ETF worth $2.06M as of Q2 2026.
Retireful LLC sold 2,966 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
State Street Utilities Select Sector SPDR ETF made up 1.92% of Retireful LLC's portfolio in Q2 2026, its #19 holding.
Retireful LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Retireful LLC's State Street Utilities Select Sector SPDR ETF position peaked at $2.63M in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.