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

Strive Financial 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 		– Sell
-22
Closed -$2K – 955
2026
Q1 		$2K Buy
+22
New +$987 ﹤0.01% 672

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Strive Financial Group's XLU Position: Q2 2026 in Review

Strive Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 56% in Q2 2026, selling an estimated $215K and leaving 3,765 shares worth $171K. The position accounts for 0.07% of the portfolio, ranked #163.

Strive Financial Group first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $391K in Q1 2026. 1,187 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Strive Financial Group held 3,765 shares of State Street Utilities Select Sector SPDR ETF worth $171K as of Q2 2026.
  • Strive Financial Group sold 4,747 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $215K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Strive Financial Group's portfolio in Q2 2026, its #163 holding.
  • Strive Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $391K in Q1 2026.
  • 1,187 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.