Risk Paradigm Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Risk Paradigm Group’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	$3.1M	Buy	68,450 +9,553	+16%	+$433K	2.43%	17
2026 Q1	$2.7M	Sell	58,897 -2,386	-4%	-$107K	2.31%	14
2025 Q4	$2.62M	Buy	+61,283	New	+$2.71M	2.52%	18
2017 Q3	–	Sell	-10,706	Closed	-$278K	–	249
2017 Q2	$278K	Sell	10,706 -8,190	-43%	-$215K	0.33%	79
2017 Q1	$485K	Buy	+18,896	New	+$472K	0.55%	57
2016 Q4	–	Sell	-26,266	Closed	-$643K	–	272
2016 Q3	$643K	Sell	26,266 -5,958	-18%	-$151K	0.48%	54
2016 Q2	$845K	Sell	32,224 -9,108	-22%	-$224K	1.15%	34
2016 Q1	$1.03M	Sell	41,332 -17,714	-30%	-$409K	1.3%	36
2015 Q4	$1.28M	Sell	59,046 -76,398	-56%	-$1.66M	1.51%	26
2015 Q3	$2.93M	Buy	+135,444	New	+$2.92M	6.05%	4

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

Risk Paradigm Group's XLU Position: Q2 2026 in Review

Risk Paradigm Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, buying an estimated $433K and bringing the position to 68,450 shares worth $3.1M. The position accounts for 2.43% of the portfolio, ranked #17.

Risk Paradigm Group first reported a position in XLU in Q3 2015 and has held it in 10 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Risk Paradigm Group held 68,450 shares of State Street Utilities Select Sector SPDR ETF worth $3.1M as of Q2 2026.
Risk Paradigm Group bought 9,553 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $433K.
State Street Utilities Select Sector SPDR ETF made up 2.43% of Risk Paradigm Group's portfolio in Q2 2026, its #17 holding.
Risk Paradigm Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and has held it in 10 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.