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

Sovereign 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
2026 Q2	$1.02M	Sell	22,414 -2,551	-10%	-$116K	0.16%	118
2026 Q1	$1.15M	Buy	24,965 +7,232	+41%	+$324K	0.2%	94
2025 Q4	$757K	Buy	17,733 +2,177	+14%	+$96.4K	0.13%	143
2025 Q3	$678K	Sell	15,556 -176	-1%	-$7.45K	0.13%	145
2025 Q2	$642K	Sell	15,732 -1,630	-9%	-$64.9K	0.13%	140
2025 Q1	$685K	Buy	17,362 +2,900	+20%	+$113K	0.16%	119
2024 Q4	$547K	Sell	14,462 -172	-1%	-$6.83K	0.13%	148
2024 Q3	$591K	Buy	14,634 +1,492	+11%	+$55.4K	0.14%	135
2024 Q2	$448K	Buy	13,142 +4,314	+49%	+$148K	0.11%	169
2024 Q1	$290K	Sell	8,828 -3,234	-27%	-$101K	0.08%	216
2023 Q4	$382K	Buy	12,062 +3,966	+49%	+$121K	0.12%	165
2023 Q3	$239K	Buy	8,096 +116	+1%	+$3.74K	0.08%	198
2023 Q2	$261K	Buy	+7,980	New	+$269K	0.09%	199

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

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

Sovereign Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, selling an estimated $116K and leaving 22,414 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #118.

Sovereign Financial Group first reported a position in XLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sovereign Financial Group held 22,414 shares of State Street Utilities Select Sector SPDR ETF worth $1.02M as of Q2 2026.
Sovereign Financial Group sold 2,551 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $116K.
State Street Utilities Select Sector SPDR ETF made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #118 holding.
Sovereign Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Sovereign Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.15M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.