Strengthening Families & Communities LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strengthening Families & Communities LLC’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	$16.3K	Buy	360 +2	+0.6%	+$91	﹤0.01%	312
2026 Q1	$16.4K	Buy	358 +3	+0.8%	+$135	﹤0.01%	298
2025 Q4	$15.2K	Buy	355 +3	+0.9%	+$133	0.01%	208
2025 Q3	$15.4K	Buy	352 +2	+0.6%	+$85	﹤0.01%	334
2025 Q2	$14.3K	Sell	350 -344	-50%	-$13.7K	0.01%	212
2025 Q1	$27.3K	Buy	694 +6	+0.9%	+$234	0.02%	187
2024 Q4	$26K	Buy	688 +6	+0.9%	+$238	0.01%	188
2024 Q3	$27.6K	Buy	682 +4	+0.6%	+$148	0.01%	280
2024 Q2	$23K	Buy	678 +6	+0.9%	+$206	0.01%	315
2024 Q1	$22K	Buy	672 +4	+0.6%	+$125	0.01%	143
2023 Q4	$21.1K	Buy	668 +6	+0.9%	+$183	0.01%	144
2023 Q3	$19K	Buy	662 +6	+0.9%	+$193	0.01%	281
2023 Q2	$21K	Buy	+656	New	+$22.1K	0.01%	294
2022 Q4	$23K	Buy	646 +6	+0.9%	+$204	0.01%	172
2022 Q3	$20K	Buy	640 +8	+1%	+$293	0.01%	268
2022 Q2	$24K	Hold	632	–	–	0.01%	174
2022 Q1	$24K	Buy	632 +4	+0.6%	+$139	0.01%	174
2021 Q4	$22K	Buy	+628	New	+$21.2K	0.01%	168

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 22.9% 1-Year Est. Return

Strengthening Families & Communities LLC's XLU Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.56% in Q2 2026, buying an estimated $91 and bringing the position to 360 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Strengthening Families & Communities LLC first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.6K in Q3 2024. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Strengthening Families & Communities LLC held 360 shares of State Street Utilities Select Sector SPDR ETF worth $16.3K as of Q2 2026.
Strengthening Families & Communities LLC bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #312 holding.
Strengthening Families & Communities LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Strengthening Families & Communities LLC's State Street Utilities Select Sector SPDR ETF position peaked at $27.6K in Q3 2024.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.