S&A Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$602K Buy
13,274
+322
+2% +$14.6K 0.37% 50
2026
Q1
$594K Buy
+12,952
New +$581K 0.41% 49

Other funds holding XLU

S&A Financial Services's XLU Position: Q2 2026 in Review

S&A Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, buying an estimated $14.6K and bringing the position to 13,274 shares worth $602K. The position accounts for 0.37% of the portfolio, ranked #50.

S&A Financial Services first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • S&A Financial Services held 13,274 shares of State Street Utilities Select Sector SPDR ETF worth $602K as of Q2 2026.
  • S&A Financial Services bought 322 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.37% of S&A Financial Services's portfolio in Q2 2026, its #50 holding.
  • S&A Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.