UFA
XLU icon

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

Uptown 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 		$2.45M Buy
53,969
+8,734
+19% +$396K 1.61% 17
2026
Q1 		$2.08M Buy
45,235
+3,945
+10% +$177K 1.65% 16
2025
Q4 		$1.76M Buy
41,290
+7,570
+22% +$335K 1.26% 20
2025
Q3 		$1.47M Buy
33,720
+760
+2% +$32.1K 1.21% 21
2025
Q2 		$1.35M Buy
32,960
+7,430
+29% +$296K 1.15% 23
2025
Q1 		$1.01M Buy
25,530
+12,990
+104% +$508K 1.03% 22
2024
Q4 		$475K Buy
+12,540
New +$498K 0.51% 32

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Uptown Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q2 2026, buying an estimated $396K and bringing the position to 53,969 shares worth $2.45M. The position accounts for 1.61% of the portfolio, ranked #17.

Uptown Financial Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Uptown Financial Advisors held 53,969 shares of State Street Utilities Select Sector SPDR ETF worth $2.45M as of Q2 2026.
  • Uptown Financial Advisors bought 8,734 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $396K.
  • State Street Utilities Select Sector SPDR ETF made up 1.61% of Uptown Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Uptown Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 405 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.