Sowell Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sowell Financial Services’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	$1.33M	Buy	29,270 +5,785	+25%	+$262K	0.04%	396
2026 Q1	$1.08M	Buy	23,485 +540	+2%	+$24.2K	0.04%	420
2025 Q4	$980K	Sell	22,945 -7,047	-23%	-$312K	0.04%	446
2025 Q3	$1.31M	Buy	29,992 +898	+3%	+$38K	0.05%	367
2025 Q2	$1.19M	Buy	29,094 +6,176	+27%	+$246K	0.05%	367
2025 Q1	$904K	Sell	22,918 -1,122	-5%	-$43.8K	0.04%	416
2024 Q4	$910K	Sell	24,040 -22,288	-48%	-$884K	0.05%	326
2024 Q3	$1.87M	Buy	46,328 +18,532	+67%	+$687K	0.09%	248
2024 Q2	$947K	Sell	27,796 -166	-0.6%	-$5.7K	0.05%	337
2024 Q1	$918K	Sell	27,962 -22,056	-44%	-$688K	0.04%	358
2023 Q4	$1.58M	Buy	50,018 +6,964	+16%	+$213K	0.09%	256
2023 Q3	$1.27M	Sell	43,054 -2,038	-5%	-$65.7K	0.08%	273
2023 Q2	$1.48M	Buy	45,092 +12,640	+39%	+$426K	0.08%	277
2023 Q1	$1.1M	Sell	32,452 -35,094	-52%	-$1.19M	0.08%	279
2022 Q4	$2.38M	Buy	67,546 +13,174	+24%	+$448K	0.15%	160
2022 Q3	$1.78M	Buy	+54,372	New	+$1.99M	0.18%	153
2021 Q2	–	Sell	-42,694	Closed	-$1.41M	–	2774
2021 Q1	$1.41M	Buy	42,694 +4,204	+11%	+$130K	0.05%	321
2020 Q4	$1.21M	Sell	38,490 -2,520	-6%	-$79.7K	0.05%	289
2020 Q3	$1.22M	Buy	41,010 +3,096	+8%	+$91.9K	0.06%	257
2020 Q2	$1.07M	Sell	37,914 -97,098	-72%	-$2.8M	0.06%	258
2020 Q1	$2.2M	Buy	135,012 +92,866	+220%	+$2.97M	0.16%	141
2019 Q4	$1.36M	Sell	42,146 -1,840	-4%	-$58.4K	0.1%	205
2019 Q3	$1.42M	Buy	+43,986	New	+$1.36M	0.12%	180
2019 Q1	$1.85M	Buy	63,748 +27,176	+74%	+$756K	0.21%	109
2018 Q4	$968K	Buy	+36,572	New	+$994K	0.14%	167
2017 Q2	–	Sell	-9,126	Closed	-$242K	–	282
2017 Q1	$242K	Buy	9,126 +1,886	+26%	+$47.1K	0.07%	217
2016 Q4	$178K	Buy	+7,240	New	+$173K	0.06%	204

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

Sowell Financial Services's XLU Position: Q2 2026 in Review

Sowell Financial Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 25% in Q2 2026, buying an estimated $262K and bringing the position to 29,270 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #396.

Sowell Financial Services first reported a position in XLU in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.38M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sowell Financial Services held 29,270 shares of State Street Utilities Select Sector SPDR ETF worth $1.33M as of Q2 2026.
Sowell Financial Services bought 5,785 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $262K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #396 holding.
Sowell Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
Sowell Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $2.38M in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.