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

SNS Financial 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
2023 Q1	–	Hold	0	–	-$353K	–	203
2022 Q4	–	Hold	0	–	–	–	144

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 22.9% 1-Year Est. Return

SNS Financial Group's XLU Position: Q2 2026 in Review

SNS Financial Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 68% in Q2 2026, buying an estimated $536K and bringing the position to 29,289 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #265.

SNS Financial Group first reported a position in XLU in Q1 2015 and has held it in 36 quarters since. The position peaked at $2.94M in Q1 2015. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SNS Financial Group held 29,289 shares of State Street Utilities Select Sector SPDR ETF worth $1.33M as of Q2 2026.
SNS Financial Group bought 11,827 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $536K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #265 holding.
SNS Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 36 quarters since.
SNS Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.94M in Q1 2015.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.