Strategic Investment Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Investment Solutions’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	$18.6K	Hold	410	–	–	﹤0.01%	365
2026 Q1	$18.8K	Hold	410	–	–	﹤0.01%	349
2025 Q4	$17.5K	Hold	410	–	–	﹤0.01%	332
2025 Q3	$17.9K	Hold	410	–	–	﹤0.01%	307
2025 Q2	$16.7K	Hold	410	–	–	0.01%	303
2025 Q1	$16.2K	Hold	410	–	–	﹤0.01%	314
2024 Q4	$15.5K	Hold	410	–	–	0.01%	332
2024 Q3	$16.6K	Buy	410 +200	+95%	+$7.42K	0.01%	307
2024 Q2	$6.72K	Buy	+210	New	+$7.21K	﹤0.01%	392
2023 Q4	$6.65K	Sell	210 -13,020	-98%	-$398K	﹤0.01%	818
2023 Q3	$426K	Buy	13,230 +13,020	+6,200%	+$420K	0.01%	415
2023 Q2	$6.77K	Hold	210	–	–	﹤0.01%	609
2023 Q1	$7.11K	Buy	+210	New	+$7.12K	﹤0.01%	695

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

Strategic Investment Solutions's XLU Position: Q2 2026 in Review

Strategic Investment Solutions held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 410 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Strategic Investment Solutions first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. The position peaked at $426K in Q3 2023. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Strategic Investment Solutions held 410 shares of State Street Utilities Select Sector SPDR ETF worth $18.6K as of Q2 2026.
Strategic Investment Solutions left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #365 holding.
Strategic Investment Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $426K in Q3 2023.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.