Secure Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Secure Asset Management’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	$2.46M	Buy	54,205 +3,799	+8%	+$172K	0.34%	77
2026 Q1	$2.31M	Buy	50,406 +2,235	+5%	+$100K	0.37%	73
2025 Q4	$2.06M	Buy	48,171 +1,429	+3%	+$63.3K	0.32%	81
2025 Q3	$2.06M	Buy	+46,742	New	+$1.98M	0.34%	78
2024 Q1	–	Sell	-7,116	Closed	-$225K	–	262
2023 Q4	$225K	Buy	+7,116	New	+$218K	0.06%	209
2022 Q4	–	Sell	-7,374	Closed	-$242K	–	203
2022 Q3	$242K	Sell	7,374 -966	-12%	-$35.4K	0.14%	124
2022 Q2	$292K	Sell	8,340 -1,166	-12%	-$42.2K	0.16%	117
2022 Q1	$354K	Buy	9,506 +112	+1%	+$3.88K	0.16%	127
2021 Q4	$336K	Buy	9,394 +1,210	+15%	+$40.8K	0.14%	129
2021 Q3	$261K	Buy	+8,184	New	+$274K	0.13%	145
2020 Q2	–	Sell	-79,718	Closed	-$2.21M	–	165
2020 Q1	$2.21M	Buy	79,718 +24,192	+44%	+$774K	2.38%	12
2019 Q4	$1.79M	Buy	+55,526	New	+$1.76M	1.26%	21

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 22.96% 1-Year Est. Return

Secure Asset Management's XLU Position: Q2 2026 in Review

Secure Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.5% in Q2 2026, buying an estimated $172K and bringing the position to 54,205 shares worth $2.46M. The position accounts for 0.34% of the portfolio, ranked #77.

Secure Asset Management first reported a position in XLU in Q4 2019 and has held it in 12 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Secure Asset Management held 54,205 shares of State Street Utilities Select Sector SPDR ETF worth $2.46M as of Q2 2026.
Secure Asset Management bought 3,799 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Utilities Select Sector SPDR ETF made up 0.34% of Secure Asset Management's portfolio in Q2 2026, its #77 holding.
Secure Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.