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

Teamwork Financial Advisors’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	$517K	Buy	11,402 +1,073	+10%	+$48.6K	0.05%	127
2026 Q1	$474K	Buy	10,329 +1,006	+11%	+$45.1K	0.05%	141
2025 Q4	$398K	Sell	9,323 -371	-4%	-$16.4K	0.04%	149
2025 Q3	$423K	Sell	9,694 -6	-0.1%	-$254	0.04%	149
2025 Q2	$396K	Sell	9,700 -104	-1%	-$4.14K	0.05%	146
2025 Q1	$387K	Sell	9,804 -14,650	-60%	-$572K	0.05%	128
2024 Q4	$925K	Sell	24,454 -15,994	-40%	-$635K	0.12%	89
2024 Q3	$1.63M	Sell	40,448 -742	-2%	-$27.5K	0.23%	61
2024 Q2	$1.4M	Buy	41,190 +22,022	+115%	+$756K	0.21%	62
2024 Q1	$629K	Buy	19,168 +11,834	+161%	+$369K	0.1%	93
2023 Q4	$232K	Sell	7,334 -14,996	-67%	-$458K	0.04%	165
2023 Q3	$658K	Buy	22,330 +1,266	+6%	+$40.8K	0.11%	111
2023 Q2	$689K	Buy	+21,064	New	+$709K	0.11%	102
2023 Q1	–	Sell	-24,306	Closed	-$857K	–	215
2022 Q4	$857K	Buy	24,306 +6,116	+34%	+$208K	0.17%	88
2022 Q3	$596K	Buy	+18,190	New	+$667K	0.13%	103

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

Teamwork Financial Advisors's XLU Position: Q2 2026 in Review

Teamwork Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, buying an estimated $48.6K and bringing the position to 11,402 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #127.

Teamwork Financial Advisors first reported a position in XLU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Teamwork Financial Advisors held 11,402 shares of State Street Utilities Select Sector SPDR ETF worth $517K as of Q2 2026.
Teamwork Financial Advisors bought 1,073 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $48.6K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #127 holding.
Teamwork Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Teamwork Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.63M in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.