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

Stonebridge Financial Planning 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	$1.09M	Buy	24,065 +879	+4%	+$39.8K	0.35%	82
2026 Q1	$1.06M	Buy	23,186 +1,790	+8%	+$80.3K	0.39%	78
2025 Q4	$913K	Buy	21,396 +5,698	+36%	+$252K	0.33%	88
2025 Q3	$685K	Buy	15,698 +7,616	+94%	+$322K	0.26%	104
2025 Q2	$330K	Buy	8,082 +240	+3%	+$9.56K	0.14%	138
2025 Q1	$309K	Buy	+7,842	New	+$306K	0.14%	135
2024 Q1	–	Sell	-7,390	Closed	-$234K	–	156
2023 Q4	$234K	Sell	7,390 -4,560	-38%	-$139K	0.13%	137
2023 Q3	$352K	Sell	11,950 -1,620	-12%	-$52.2K	0.23%	103
2023 Q2	$444K	Sell	13,570 -2,444	-15%	-$82.3K	0.27%	88
2023 Q1	$542K	Sell	16,014 -2,108	-12%	-$71.4K	0.35%	73
2022 Q4	$639K	Buy	18,122 +2,494	+16%	+$84.8K	0.43%	70
2022 Q3	$512K	Buy	15,628 +7,278	+87%	+$267K	0.36%	75
2022 Q2	$293K	Sell	8,350 -1,670	-17%	-$60.5K	0.2%	96
2022 Q1	$373K	Hold	10,020	–	–	0.21%	84
2021 Q4	$340K	Sell	10,020 -1,600	-14%	-$54K	0.18%	90
2021 Q3	$389K	Sell	11,620 -1,300	-10%	-$43.5K	0.19%	90
2021 Q2	$419K	Sell	12,920 -630	-5%	-$20.6K	0.22%	82
2021 Q1	$440K	Sell	13,550 -1,050	-7%	-$32.6K	0.26%	70
2020 Q4	$458K	Sell	14,600 -3,650	-20%	-$116K	0.29%	62
2020 Q3	$584K	Sell	18,250 -7,090	-28%	-$210K	0.42%	51
2020 Q2	$734K	Buy	25,340 +1,504	+6%	+$43.4K	0.62%	42
2020 Q1	$692K	Buy	23,836 +320	+1%	+$10.2K	0.69%	38
2019 Q4	$760K	Buy	+23,516	New	+$747K	0.69%	39

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

Stonebridge Financial Planning Group's XLU Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.8% in Q2 2026, buying an estimated $39.8K and bringing the position to 24,065 shares worth $1.09M. The position accounts for 0.35% of the portfolio, ranked #82.

Stonebridge Financial Planning Group first reported a position in XLU in Q4 2019 and has held it in 23 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stonebridge Financial Planning Group held 24,065 shares of State Street Utilities Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Stonebridge Financial Planning Group bought 879 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $39.8K.
State Street Utilities Select Sector SPDR ETF made up 0.35% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #82 holding.
Stonebridge Financial Planning Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.