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Sacks & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sacks & Associates’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 		$3.06M Sell
68,898
-1,482
-2% -$67.1K 2.06% 17
2026
Q1 		$3.23M Buy
70,380
+573
+0.8% +$25.7K 2.4% 14
2025
Q4 		$2.98M Buy
+69,807
New +$3.09M 2.19% 18

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sacks & Associates's XLU Position: Q2 2026 in Review

Sacks & Associates reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q2 2026, selling an estimated $67.1K and leaving 68,898 shares worth $3.06M. The position accounts for 2.06% of the portfolio, ranked #17.

Sacks & Associates first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.23M in Q1 2026. 1,566 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Sacks & Associates held 68,898 shares of State Street Utilities Select Sector SPDR ETF worth $3.06M as of Q2 2026.
  • Sacks & Associates sold 1,482 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
  • State Street Utilities Select Sector SPDR ETF made up 2.06% of Sacks & Associates's portfolio in Q2 2026, its #17 holding.
  • Sacks & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $3.23M in Q1 2026.
  • 1,566 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.