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Second Half Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Second Half Financial Partners’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 		$2.53M Buy
55,864
+10,419
+23% +$472K 1.04% 15
2026
Q1 		$2.09M Buy
45,445
+4,433
+11% +$199K 0.94% 16
2025
Q4 		$1.75M Buy
41,012
+4,526
+12% +$200K 0.78% 17
2025
Q3 		$1.59M Buy
36,486
+3,722
+11% +$157K 0.7% 19
2025
Q2 		$1.34M Buy
32,764
+1,062
+3% +$42.3K 0.63% 22
2025
Q1 		$1.25M Sell
31,702
-65,344
-67% -$2.55M 0.62% 24
2024
Q4 		$3.67M Sell
97,046
-21,358
-18% -$848K 1.79% 12
2024
Q3 		$4.78M Sell
118,404
-81,098
-41% -$3.01M 2.53% 8
2024
Q2 		$6.8M Buy
199,502
+77,256
+63% +$2.65M 5.44% 6
2024
Q1 		$4.01M Buy
122,246
+11,382
+10% +$355K 1.78% 22
2023
Q4 		$3.51M Buy
110,864
+90,400
+442% +$2.76M 1.73% 15
2023
Q3 		$603K Sell
20,464
-4,020
-16% -$130K 0.3% 24
2023
Q2 		$801K Buy
24,484
+2,374
+11% +$79.9K 0.18% 90
2023
Q1 		$748K Sell
22,110
-112
-0.5% -$3.8K 0.44% 19
2022
Q4 		$768K Sell
22,222
-62
-0.3% -$2.11K 0.5% 23
2022
Q3 		$730K Buy
22,284
+1,716
+8% +$62.9K 0.91% 17
2022
Q2 		$659K Hold
20,568
– – 0.51% 43
2022
Q1 		$659K Buy
+20,568
New +$713K 0.51% 43

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Second Half Financial Partners's XLU Position: Q2 2026 in Review

Second Half Financial Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 23% in Q2 2026, buying an estimated $472K and bringing the position to 55,864 shares worth $2.53M. The position accounts for 1.04% of the portfolio, ranked #15.

Second Half Financial Partners first reported a position in XLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.8M in Q2 2024. 752 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Second Half Financial Partners held 55,864 shares of State Street Utilities Select Sector SPDR ETF worth $2.53M as of Q2 2026.
  • Second Half Financial Partners bought 10,419 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $472K.
  • State Street Utilities Select Sector SPDR ETF made up 1.04% of Second Half Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Second Half Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Second Half Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $6.8M in Q2 2024.
  • 752 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.