Ritter Daniher Financial Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ritter Daniher Financial Advisory’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	$16.3K	Hold	360	–	–	﹤0.01%	386
2026 Q1	$16.5K	Hold	360	–	–	﹤0.01%	378
2025 Q4	$15.4K	Hold	360	–	–	﹤0.01%	380
2025 Q3	$15.7K	Hold	360	–	–	﹤0.01%	291
2025 Q2	$14.7K	Hold	360	–	–	﹤0.01%	242
2025 Q1	$14.2K	Hold	360	–	–	﹤0.01%	232
2024 Q4	$13.6K	Hold	360	–	–	﹤0.01%	229
2024 Q3	$14.5K	Hold	360	–	–	﹤0.01%	222
2024 Q2	$12.3K	Hold	360	–	–	﹤0.01%	220
2024 Q1	$11.8K	Hold	360	–	–	﹤0.01%	212
2023 Q4	$11.4K	Hold	360	–	–	﹤0.01%	226
2023 Q3	$10.6K	Hold	360	–	–	﹤0.01%	224
2023 Q2	$11.8K	Hold	360	–	–	﹤0.01%	205
2023 Q1	$12.2K	Hold	360	–	–	0.01%	198
2022 Q4	$12.7K	Hold	360	–	–	0.01%	196
2022 Q3	$12K	Hold	360	–	–	0.01%	168
2022 Q2	$13K	Hold	360	–	–	0.01%	157
2022 Q1	$13K	Hold	360	–	–	0.01%	159
2021 Q4	$13K	Hold	360	–	–	0.01%	148
2021 Q3	$11K	Hold	360	–	–	0.01%	155
2021 Q2	$11K	Hold	360	–	–	0.01%	155
2021 Q1	$12K	Hold	360	–	–	0.01%	139
2020 Q4	$11K	Buy	+360	New	+$11.4K	0.01%	139

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 22.9% 1-Year Est. Return

Ritter Daniher Financial Advisory's XLU Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 360 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Ritter Daniher Financial Advisory first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.5K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ritter Daniher Financial Advisory held 360 shares of State Street Utilities Select Sector SPDR ETF worth $16.3K as of Q2 2026.
Ritter Daniher Financial Advisory left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #386 holding.
Ritter Daniher Financial Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $16.5K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.