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USA FINANCIAL FORMULAS’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

USA FINANCIAL FORMULAS’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 		$223K Buy
+4,908
New +$222K 0.04% 125

Other funds holding XLU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLU Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,908 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings.

847 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • USA FINANCIAL FORMULAS held 4,908 shares of State Street Utilities Select Sector SPDR ETF worth $223K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #125 holding.
  • 847 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.