SYM Financial Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

SYM Financial Corp’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	$11.9K	Buy	263 +15	+6%	+$679	﹤0.01%	480
2026 Q1	$11.4K	Sell	248 -28	-10%	-$1.26K	﹤0.01%	397
2025 Q4	$11.8K	Hold	276	–	–	﹤0.01%	400
2025 Q3	$12K	Hold	276	–	–	﹤0.01%	393
2025 Q2	$11.3K	Hold	276	–	–	﹤0.01%	401
2025 Q1	$10.9K	Buy	276 +248	+886%	+$9.69K	﹤0.01%	338
2024 Q4	$1.06K	Sell	28 -69,972	-100%	-$2.78M	﹤0.01%	330
2024 Q3	$2.83M	Buy	+70,000	New	+$2.6M	0.38%	29
2020 Q4	–	Sell	-44	Closed	-$1K	–	96
2020 Q3	$1K	Buy	+44	New	+$1.31K	﹤0.01%	83
2020 Q1	–	Sell	-80	Closed	-$3K	–	104
2019 Q4	$3K	Buy	+80	New	+$2.54K	﹤0.01%	95
2019 Q3	–	Sell	-116	Closed	-$3K	–	75
2019 Q2	$3K	Buy	+116	New	+$3.41K	﹤0.01%	70

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

SYM Financial Corp's XLU Position: Q2 2026 in Review

SYM Financial Corp increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6% in Q2 2026, buying an estimated $679 and bringing the position to 263 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

SYM Financial Corp first reported a position in XLU in Q2 2019 and has held it in 11 quarters since. The position peaked at $2.83M in Q3 2024. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SYM Financial Corp held 263 shares of State Street Utilities Select Sector SPDR ETF worth $11.9K as of Q2 2026.
SYM Financial Corp bought 15 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $679.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #480 holding.
SYM Financial Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 11 quarters since.
SYM Financial Corp's State Street Utilities Select Sector SPDR ETF position peaked at $2.83M in Q3 2024.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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