V2 Financial group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

V2 Financial group’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 Q1	$699K	Hold	15,240	–	–	0.33%	48
2025 Q4	$651K	Buy	15,240 +1,160	+8%	+$51.4K	0.32%	45
2025 Q3	$614K	Buy	14,080 +442	+3%	+$18.7K	0.34%	45
2025 Q2	$557K	Buy	13,638 +400	+3%	+$15.9K	0.34%	43
2025 Q1	$522K	Buy	13,238 +4,090	+45%	+$160K	0.34%	44
2024 Q4	$346K	Buy	9,148 +1,348	+17%	+$53.5K	0.21%	59
2024 Q3	$315K	Hold	7,800	–	–	0.2%	55
2024 Q2	$279K	Hold	7,800	–	–	0.19%	58
2024 Q1	$256K	Buy	7,800 +300	+4%	+$9.37K	0.17%	59
2023 Q4	$237K	Buy	7,500 +300	+4%	+$9.17K	0.17%	54
2023 Q3	$212K	Hold	7,200	–	–	0.16%	54
2023 Q2	$236K	Hold	7,200	–	–	0.17%	55
2023 Q1	$244K	Sell	7,200 -1,472	-17%	-$49.9K	0.18%	53
2022 Q4	$306K	Hold	8,672	–	–	0.24%	49
2022 Q3	$284K	Hold	8,672	–	–	0.25%	46
2022 Q2	$304K	Sell	8,672 -11,400	-57%	-$413K	0.25%	46
2022 Q1	$747K	Sell	20,072 -1,242	-6%	-$43.1K	0.57%	31
2021 Q4	$763K	Buy	21,314 +6,434	+43%	+$217K	0.59%	36
2021 Q3	$475K	Hold	14,880	–	–	0.41%	40
2021 Q2	$470K	Sell	14,880 -436	-3%	-$14.3K	0.4%	40
2021 Q1	$490K	Buy	15,316 +982	+7%	+$30.5K	0.44%	39
2020 Q4	$449K	Buy	+14,334	New	+$454K	0.45%	34

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

V2 Financial group's XLU Position: Q1 2026 in Review

V2 Financial group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 15,240 shares worth $699K. The position accounts for 0.33% of the portfolio, ranked #48.

V2 Financial group first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $763K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

V2 Financial group held 15,240 shares of State Street Utilities Select Sector SPDR ETF worth $699K as of Q1 2026.
V2 Financial group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.33% of V2 Financial group's portfolio in Q1 2026, its #48 holding.
V2 Financial group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's State Street Utilities Select Sector SPDR ETF position peaked at $763K in Q4 2021.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.