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Sequent Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sequent Planning’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 		$386K Buy
8,523
+681
+9% +$30.8K 0.08% 177
2026
Q1 		$360K Sell
7,842
-2,068
-21% -$92.8K 0.09% 157
2025
Q4 		$423K Buy
9,910
+2,186
+28% +$96.8K 0.11% 134
2025
Q3 		$337K Buy
+7,724
New +$327K 0.1% 151

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

Sequent Planning's XLU Position: Q2 2026 in Review

Sequent Planning increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.7% in Q2 2026, buying an estimated $30.8K and bringing the position to 8,523 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #177.

Sequent Planning first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $423K in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Sequent Planning held 8,523 shares of State Street Utilities Select Sector SPDR ETF worth $386K as of Q2 2026.
  • Sequent Planning bought 681 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $30.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #177 holding.
  • Sequent Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequent Planning's State Street Utilities Select Sector SPDR ETF position peaked at $423K in Q4 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.