Turning Point Benefit Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$312K Buy
6,892
+2,129
+45% +$96.4K 0.13% 88
2026
Q1
$220K Buy
4,763
+1,797
+61% +$80.6K 0.14% 90
2025
Q4
$127K Sell
2,966
-306
-9% -$13.6K 0.07% 114
2025
Q3
$144K Buy
+3,272
New +$138K 0.09% 96

Other funds holding XLU

Turning Point Benefit Group's XLU Position: Q2 2026 in Review

Turning Point Benefit Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 45% in Q2 2026, buying an estimated $96.4K and bringing the position to 6,892 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #88.

Turning Point Benefit Group first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Turning Point Benefit Group held 6,892 shares of State Street Utilities Select Sector SPDR ETF worth $312K as of Q2 2026.
  • Turning Point Benefit Group bought 2,129 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $96.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Turning Point Benefit Group's portfolio in Q2 2026, its #88 holding.
  • Turning Point Benefit Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.