Security 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
Sell
-9,894
Closed -$454K 222
2026
Q1
$454K Buy
9,894
+955
+11% +$42.8K 0.07% 137
2025
Q4
$382K Buy
8,939
+31
+0.3% +$1.37K 0.06% 157
2025
Q3
$388K Buy
+8,908
New +$377K 0.06% 155

Other funds holding XLU

Security Financial Services's XLU Position: Q2 2026 in Review

Security Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 9,894 shares — an estimated $454K sold.

Security Financial Services first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $454K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Security Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Security Financial Services sold 9,894 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $454K.
  • Security Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Security Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $454K in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.