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

Toth Financial Advisory’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 Q3	$5.42M	Sell	137,330 -52,692	-28%	-$2.29M	0.54%	64
2026 Q2	$8.62M	Buy	190,022 +5,654	+3%	+$256K	0.84%	42
2026 Q1	$8.46M	Buy	184,368 +4,687	+3%	+$210K	0.93%	40
2025 Q4	$7.67M	Buy	179,681 +13,349	+8%	+$591K	0.83%	45
2025 Q3	$7.25M	Buy	166,332 +18,938	+13%	+$801K	0.78%	48
2025 Q2	$6.02M	Buy	147,394 +17,058	+13%	+$680K	0.7%	53
2025 Q1	$5.14M	Sell	130,336 -8,688	-6%	-$339K	0.62%	60
2024 Q4	$5.26M	Buy	139,024 +12,796	+10%	+$508K	0.62%	58
2024 Q3	$5.1M	Buy	126,228 +39,876	+46%	+$1.48M	0.6%	62
2024 Q2	$2.94M	Buy	86,352 +45,518	+111%	+$1.56M	0.37%	86
2024 Q1	$1.34M	Buy	40,834 +13,562	+50%	+$423K	0.17%	110
2023 Q4	$864K	Sell	27,272 -3,934	-13%	-$120K	0.12%	123
2023 Q3	$919K	Sell	31,206 -66,372	-68%	-$2.14M	0.14%	120
2023 Q2	$3.19M	Buy	97,578 +2,282	+2%	+$76.8K	0.46%	72
2023 Q1	$3.23M	Sell	95,296 -2,154	-2%	-$73K	0.5%	70
2022 Q4	$3.44M	Buy	97,450 +4,100	+4%	+$139K	0.56%	64
2022 Q3	$3.06M	Buy	93,350 +11,930	+15%	+$437K	0.55%	65
2022 Q2	$2.85M	Buy	81,420 +12,896	+19%	+$467K	0.5%	68
2022 Q1	$2.55M	Buy	68,524 +7,160	+12%	+$248K	0.38%	75
2021 Q4	$2.2M	Buy	61,364 +6,744	+12%	+$228K	0.3%	86
2021 Q3	$1.75M	Buy	54,620 +5,234	+11%	+$175K	0.27%	94
2021 Q2	$1.56M	Buy	49,386 +11,494	+30%	+$376K	0.24%	96
2021 Q1	$1.21M	Buy	37,892 +7,664	+25%	+$238K	0.19%	97
2020 Q4	$948K	Buy	30,228 +3,372	+13%	+$107K	0.16%	108
2020 Q3	$797K	Sell	26,856 -532	-2%	-$15.8K	0.15%	109
2020 Q2	$773K	Buy	27,388 +310	+1%	+$8.94K	0.17%	101
2020 Q1	$750K	Sell	27,078 -90,188	-77%	-$2.88M	0.22%	90
2019 Q4	$3.79M	Sell	117,266 -2,068	-2%	-$65.7K	0.77%	48
2019 Q3	$3.86M	Sell	119,334 -1,180	-1%	-$36.4K	0.85%	45
2019 Q2	$3.59M	Buy	120,514 +1,118	+0.9%	+$32.8K	0.8%	49
2019 Q1	$3.47M	Buy	119,396 +456	+0.4%	+$12.7K	0.81%	49
2018 Q4	$3.15M	Buy	118,940 +3,570	+3%	+$97K	0.86%	48
2018 Q3	$3.04M	Buy	115,370 +8,340	+8%	+$222K	0.67%	54
2018 Q2	$2.78M	Sell	107,030 -14,438	-12%	-$363K	0.65%	56
2018 Q1	$3.07M	Sell	121,468 -13,224	-10%	-$330K	0.75%	50
2017 Q4	$3.55M	Sell	134,692 -2,230	-2%	-$61.1K	0.84%	48
2017 Q3	$3.63M	Buy	136,922 +286	+0.2%	+$7.68K	0.92%	45
2017 Q2	$3.55M	Buy	136,636 +1,730	+1%	+$45.4K	0.93%	46
2017 Q1	$3.46M	Sell	134,906 -16,348	-11%	-$408K	0.92%	49
2016 Q4	$3.67M	Sell	151,254 -8,184	-5%	-$195K	1.06%	41
2016 Q3	$3.9M	Buy	159,438 +2,206	+1%	+$56K	1.15%	35
2016 Q2	$4.13M	Buy	157,232 +18,500	+13%	+$456K	1.26%	32
2016 Q1	$3.44M	Buy	138,732 +1,884	+1%	+$43.5K	1.13%	40
2015 Q4	$2.96M	Sell	136,848 -2,800	-2%	-$60.7K	0.98%	45
2015 Q3	$3.02M	Sell	139,648 -25,112	-15%	-$541K	1.11%	40
2015 Q2	$3.42M	Buy	164,760 +1,930	+1%	+$42.3K	1.14%	39
2015 Q1	$3.62M	Buy	162,830 +9,868	+6%	+$228K	1.21%	39
2014 Q4	$3.61M	Buy	152,962 +9,338	+7%	+$211K	1.25%	37
2014 Q3	$3.02M	Sell	143,624 -2,534	-2%	-$53.7K	1.14%	41
2014 Q2	$3.23M	Buy	146,158 +13,518	+10%	+$288K	1.23%	39
2014 Q1	$2.75M	Buy	132,640 +998	+0.8%	+$19.7K	1.11%	41
2013 Q4	$2.5M	Sell	131,642 -4,120	-3%	-$78.8K	1.06%	43
2013 Q3	$2.54M	Sell	135,762 -430	-0.3%	-$8.19K	1.19%	38
2013 Q2	$2.56M	Buy	+136,192	New	+$2.67M	1.26%	36

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

Toth Financial Advisory's XLU Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q3 2026, selling an estimated $2.29M and leaving 137,330 shares worth $5.42M. The position accounts for 0.54% of the portfolio, ranked #64.

Toth Financial Advisory first reported a position in XLU in Q2 2013 and has held it in 54 quarters since. The position peaked at $8.62M in Q2 2026. 45 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Toth Financial Advisory held 137,330 shares of State Street Utilities Select Sector SPDR ETF worth $5.42M as of Q3 2026.
Toth Financial Advisory sold 52,692 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $2.29M.
State Street Utilities Select Sector SPDR ETF made up 0.54% of Toth Financial Advisory's portfolio in Q3 2026, its #64 holding.
Toth Financial Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
Toth Financial Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $8.62M in Q2 2026.
45 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.