Retirement Planning Company of New England’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Retirement Planning Company of New England’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	$521K	Buy	11,482 +125	+1%	+$5.66K	0.19%	135
2026 Q1	$521K	Buy	11,357 +26	+0.2%	+$1.17K	0.21%	125
2025 Q4	$484K	Sell	11,331 -21	-0.2%	-$930	0.19%	131
2025 Q3	$495K	Sell	11,352 -118	-1%	-$4.99K	0.2%	132
2025 Q2	$468K	Sell	11,470 -294	-2%	-$11.7K	0.21%	136
2025 Q1	$464K	Sell	11,764 -620	-5%	-$24.2K	0.23%	128
2024 Q4	$469K	Buy	12,384 +30	+0.2%	+$1.19K	0.23%	122
2024 Q3	$499K	Buy	12,354 +10	+0.1%	+$371	0.25%	119
2024 Q2	$421K	Sell	12,344 -258	-2%	-$8.86K	0.23%	127
2024 Q1	$414K	Buy	12,602 +52	+0.4%	+$1.62K	0.23%	132
2023 Q4	$397K	Buy	12,550 +1,090	+10%	+$33.3K	0.18%	136
2023 Q3	$338K	Sell	11,460 -2,406	-17%	-$77.6K	0.19%	128
2023 Q2	$454K	Sell	13,866 -104	-0.7%	-$3.5K	0.26%	113
2023 Q1	$473K	Buy	13,970 +136	+1%	+$4.61K	0.29%	109
2022 Q4	$488K	Buy	13,834 +1,414	+11%	+$48.1K	0.32%	105
2022 Q3	$406K	Buy	12,420 +322	+3%	+$11.8K	0.29%	110
2022 Q2	$424K	Sell	12,098 -366	-3%	-$13.3K	0.29%	111
2022 Q1	$464K	Buy	12,464 +32	+0.3%	+$1.11K	0.26%	122
2021 Q4	$445K	Buy	+12,432	New	+$419K	0.22%	128

Other funds holding XLU

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Retirement Planning Company of New England's XLU Position: Q2 2026 in Review

Retirement Planning Company of New England increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q2 2026, buying an estimated $5.66K and bringing the position to 11,482 shares worth $521K. The position accounts for 0.19% of the portfolio, ranked #135.

Retirement Planning Company of New England first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $521K in Q1 2026. 1,249 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Retirement Planning Company of New England held 11,482 shares of State Street Utilities Select Sector SPDR ETF worth $521K as of Q2 2026.
Retirement Planning Company of New England bought 125 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.66K.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Retirement Planning Company of New England's portfolio in Q2 2026, its #135 holding.
Retirement Planning Company of New England first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Retirement Planning Company of New England's State Street Utilities Select Sector SPDR ETF position peaked at $521K in Q1 2026.
1,249 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.