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

Sowa 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	–	Sell	-10,827	Closed	-$497K	–	31
2026 Q1	$497K	Sell	10,827 -4,290	-28%	-$192K	0.25%	27
2025 Q4	$645K	Buy	+15,117	New	+$669K	0.34%	24
2025 Q2	–	Sell	-20,488	Closed	-$808K	–	31
2025 Q1	$808K	Sell	20,488 -6,578	-24%	-$257K	0.53%	19
2024 Q4	$1.02M	Sell	27,066 -996	-4%	-$39.5K	0.64%	20
2024 Q3	$1.13M	Sell	28,062 -1,106	-4%	-$41K	0.72%	24
2024 Q2	$994K	Sell	29,168 -8,224	-22%	-$282K	0.75%	23
2024 Q1	$1.18M	Hold	37,392	–	–	0.97%	20
2023 Q4	$1.18M	Sell	37,392 -1,866	-5%	-$57.1K	0.97%	20
2023 Q3	$1.16M	Sell	39,258 -974	-2%	-$31.4K	0.87%	24
2023 Q2	$1.32M	Sell	40,232 -28	-0.1%	-$943	0.9%	23
2023 Q1	$1.36M	Sell	40,260 -5,260	-12%	-$178K	0.98%	22
2022 Q4	$1.6M	Buy	45,520 +118	+0.3%	+$4.01K	1.2%	21
2022 Q3	$1.49M	Sell	45,402 -180	-0.4%	-$6.6K	1.17%	20
2022 Q2	$1.6M	Buy	45,582 +2,148	+5%	+$77.8K	1.22%	20
2022 Q1	$1.62M	Buy	43,434 +2,076	+5%	+$72K	0.97%	24
2021 Q4	$1.48M	Sell	41,358 -94	-0.2%	-$3.17K	0.87%	27
2021 Q3	$1.32M	Buy	41,452 +3,246	+8%	+$108K	0.86%	28
2021 Q2	$1.21M	Buy	38,206 +2,932	+8%	+$96K	0.9%	25
2021 Q1	$1.13M	Buy	35,274 +2,878	+9%	+$89.3K	0.8%	26
2020 Q4	$1.02M	Buy	32,396 +2,610	+9%	+$82.6K	0.68%	29
2020 Q3	$884K	Buy	29,786 +418	+1%	+$12.4K	0.63%	29
2020 Q2	$829K	Sell	29,368 -188	-0.6%	-$5.42K	0.63%	31
2020 Q1	$819K	Sell	29,556 -1,220	-4%	-$39K	0.72%	30
2019 Q4	$994K	Buy	+30,776	New	+$978K	0.81%	29

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

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

Sowa Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 10,827 shares — an estimated $497K sold.

Sowa Financial Group first reported a position in XLU in Q4 2019 and held it in 24 quarters. The position peaked at $1.62M in Q1 2022. 1,560 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sowa Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Sowa Financial Group sold 10,827 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $497K.
Sowa Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 24 quarters.
Sowa Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.62M in Q1 2022.
1,560 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.