SageGuard Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SageGuard Financial 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	$772K	Sell	17,032 -1,558	-8%	-$70.6K	0.11%	115
2026 Q1	$853K	Sell	18,590 -476	-2%	-$21.4K	0.13%	101
2025 Q4	$814K	Buy	+19,066	New	+$844K	0.13%	95
2021 Q3	–	Sell	-56,378	Closed	-$1.78M	–	132
2021 Q2	$1.78M	Buy	56,378 +838	+2%	+$27.4K	0.81%	31
2021 Q1	$1.78M	Buy	55,540 +1,650	+3%	+$51.2K	0.83%	32
2020 Q4	$1.69M	Buy	+53,890	New	+$1.71M	0.81%	30

Other funds holding XLU

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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

SageGuard Financial Group's XLU Position: Q2 2026 in Review

SageGuard Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.4% in Q2 2026, selling an estimated $70.6K and leaving 17,032 shares worth $772K. The position accounts for 0.11% of the portfolio, ranked #115.

SageGuard Financial Group first reported a position in XLU in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2021. 1,032 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SageGuard Financial Group held 17,032 shares of State Street Utilities Select Sector SPDR ETF worth $772K as of Q2 2026.
SageGuard Financial Group sold 1,558 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $70.6K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of SageGuard Financial Group's portfolio in Q2 2026, its #115 holding.
SageGuard Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.78M in Q2 2021.
1,032 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.