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

Sherry 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
Q3 		$360K Buy
9,120
+2,160
+31% +$93.9K 0.34% 39
2026
Q2 		$320K Buy
+6,960
New +$315K 0.31% 38

Other funds holding XLU

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sherry Group's XLU Position: Q3 2026 in Review

Sherry Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 31% in Q3 2026, buying an estimated $93.9K and bringing the position to 9,120 shares worth $360K. The position accounts for 0.34% of the portfolio, ranked #39.

Sherry Group first reported a position in XLU in Q2 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Sherry Group held 9,120 shares of State Street Utilities Select Sector SPDR ETF worth $360K as of Q3 2026.
  • Sherry Group bought 2,160 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $93.9K.
  • State Street Utilities Select Sector SPDR ETF made up 0.34% of Sherry Group's portfolio in Q3 2026, its #39 holding.
  • Sherry Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.