Spirit of America Management Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Spirit of America Management Corp’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	$3.19K	Buy	142,951 +139,198	+3,709%	+$6.3M	﹤0.01%	289
2026 Q1	$174K	Buy	3,753 +48	+1%	+$2.15K	0.03%	244
2025 Q4	$159K	Sell	3,705 -6,109	-62%	-$271K	0.03%	249
2025 Q3	$432K	Buy	9,814 +174	+2%	+$7.36K	0.09%	197
2025 Q2	$405K	Sell	9,640 -252	-3%	-$10K	0.08%	202
2025 Q1	$390K	Buy	9,892 +408	+4%	+$15.9K	0.08%	194
2024 Q4	$359K	Sell	9,484 -102	-1%	-$4.05K	0.07%	199
2024 Q3	$387K	Sell	9,586 -150	-2%	-$5.57K	0.08%	195
2024 Q2	$332K	Buy	+9,736	New	+$334K	0.07%	203

Other funds holding XLU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Spirit of America Management Corp's XLU Position: Q2 2026 in Review

Spirit of America Management Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3,709% in Q2 2026, buying an estimated $6.3M and bringing the position to 142,951 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Spirit of America Management Corp first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q3 2025. 1,236 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Spirit of America Management Corp held 142,951 shares of State Street Utilities Select Sector SPDR ETF worth $3.19K as of Q2 2026.
Spirit of America Management Corp bought 139,198 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.3M.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #289 holding.
Spirit of America Management Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Spirit of America Management Corp's State Street Utilities Select Sector SPDR ETF position peaked at $432K in Q3 2025.
1,236 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.