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Strategic Financial Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Financial Partners’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
2025
Q2 		– Sell
-66,378
Closed -$2.62M – 80
2025
Q1 		$2.62M Buy
+66,378
New +$2.59M 1.38% 14

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Financial Partners's XLU Position: Q2 2025 in Review

Strategic Financial Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 66,378 shares — an estimated $2.62M sold.

Strategic Financial Partners first reported a position in XLU in Q1 2025 and held it in 1 quarter. The position peaked at $2.62M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • Strategic Financial Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Partners sold 66,378 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $2.62M.
  • Strategic Financial Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Strategic Financial Partners's State Street Utilities Select Sector SPDR ETF position peaked at $2.62M in Q1 2025.
  • 1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Strategic Financial Partners's 13F filing for Q2 2025, filed 6 Aug 2025.