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

Symphony Financial’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	$286K	Sell	6,221 -44	-0.7%	-$1.99K	0.03%	272
2026 Q1	$284K	Buy	+6,265	New	+$281K	0.04%	242
2022 Q2	–	Sell	-5,766	Closed	-$221K	–	210
2022 Q1	$221K	Buy	+5,766	New	+$200K	0.05%	181
2021 Q2	–	Sell	-6,212	Closed	-$202K	–	203
2021 Q1	$202K	Buy	+6,212	New	+$193K	0.05%	190

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

Symphony Financial's XLU Position: Q2 2026 in Review

Symphony Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.7% in Q2 2026, selling an estimated $1.99K and leaving 6,221 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #272.

Symphony Financial first reported a position in XLU in Q1 2021 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Symphony Financial held 6,221 shares of State Street Utilities Select Sector SPDR ETF worth $286K as of Q2 2026.
Symphony Financial sold 44 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.99K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #272 holding.
Symphony Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 4 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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